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SRIDX vs WGIFX
SRIDX vs WGIFX Comparison
Open Charts SRIDX vs WGIFX
American Funds Capital World Gr&Inc F2
Price$77.26
Change+$0.54 (+0.70%)
VolumeN/A
Net Assets143.4B
SRIDX vs WGIFX Comparison Chart in %
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SRIDX vs. WGIFX commentary
Dec 04, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is SRIDX is a Buy and WGIFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 143B vs. SRIDX (22.5M). WGIFX pays higher dividends than SRIDX: WGIFX (1.55) vs SRIDX (0.00). SRIDX was incepted earlier than WGIFX: SRIDX (19 years) vs WGIFX (17 years). SRIDX (2.32) is less costly to investors than WGIFX (0.52). WGIFX is a more actively managed with annual turnover of: 27.00 vs. SRIDX (23.00). WGIFX has a lower initial minimum investment than SRIDX: WGIFX (250) vs SRIDX (1000). WGIFX annual gain was more profitable for investors over the last year : 12.90 vs. SRIDX (9.21). WGIFX return over 5 years is better than : 42.65 vs. SRIDX (12.44).
| SRIDX | WGIFX | SRIDX / WGIFX | |
| Total Expense Ratio | 0.90 | 0.52 | 173% |
| Annual Report Gross Expense Ratio | 2.32 | 0.52 | 446% |
| Fund Existence | 19 years | 17 years | - |
| Gain YTD | 15.100 | 22.288 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.5M | 143B | 0% |
| Annual Yield % from dividends | 0.00 | 1.55 | - |
| Returns for 1 year | 9.21 | 12.90 | 71% |
| Returns for 3 years | 21.71 | 50.54 | 43% |
| Returns for 5 years | 12.44 | 42.65 | 29% |
| Returns for 10 years | 11.32 | 81.45 | 14% |
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