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SRIDX vs WGIFX
SRIDX vs WGIFX Comparison
Open Charts SRIDX vs WGIFX
American Funds Capital World Gr&Inc F2
Price$72.82
Change+$0.53 (+0.73%)
VolumeN/A
Net Assets137.57B
SRIDX vs WGIFX Comparison Chart in %
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SRIDX vs. WGIFX commentary
Sep 08, 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 Hold and WGIFX is a Buy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 138B vs. SRIDX (22.5M). WGIFX pays higher dividends than SRIDX: WGIFX (1.64) vs SRIDX (1.28). SRIDX was incepted earlier than WGIFX: SRIDX (18 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 : 13.44 vs. SRIDX (3.77). WGIFX return over 5 years is better than : 48.42 vs. SRIDX (14.54).
| SRIDX | WGIFX | SRIDX / WGIFX | |
| Total Expense Ratio | 0.90 | 0.52 | 173% |
| Annual Report Gross Expense Ratio | 2.32 | 0.52 | 446% |
| Fund Existence | 18 years | 17 years | - |
| Gain YTD | 12.635 | 16.367 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.5M | 138B | 0% |
| Annual Yield % from dividends | 1.28 | 1.64 | 78% |
| Returns for 1 year | 3.77 | 13.44 | 28% |
| Returns for 3 years | 26.08 | 55.06 | 47% |
| Returns for 5 years | 14.54 | 48.42 | 30% |
| Returns for 10 years | 8.79 | 77.16 | 11% |
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