SRIGX
Price
$14.31
Change
-$0.14 (-0.97%)
Updated
Nov 13 closing price
Net Assets
22.69M
WGIFX
Price
$76.10
Change
-$1.40 (-1.81%)
Updated
Nov 13 closing price
Net Assets
144.09B
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SRIGX vs WGIFX

Header iconSRIGX vs WGIFX Comparison
Open Charts SRIGX vs WGIFXBanner chart's image
Gabelli SRI AAA
Price$14.31
Change-$0.14 (-0.97%)
VolumeN/A
Net Assets22.69M
American Funds Capital World Gr&Inc F2
Price$76.10
Change-$1.40 (-1.81%)
VolumeN/A
Net Assets144.09B
SRIGX vs WGIFX Comparison Chart in %
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SRIGX vs. WGIFX commentary
Nov 14, 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 SRIGX is a Buy and WGIFX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 144B vs. SRIGX (22.7M). WGIFX pays higher dividends than SRIGX: WGIFX (1.56) vs SRIGX (1.32). SRIGX was incepted earlier than WGIFX: SRIGX (18 years) vs WGIFX (17 years). SRIGX (2.57) is less costly to investors than WGIFX (0.52). WGIFX is a more actively managed with annual turnover of: 27.00 vs. SRIGX (23.00). WGIFX has a lower initial minimum investment than SRIGX: WGIFX (250) vs SRIGX (1000). WGIFX annual gain was more profitable for investors over the last year : 15.32 vs. SRIGX (2.40). WGIFX return over 5 years is better than : 49.19 vs. SRIGX (7.83).
SRIGXWGIFXSRIGX / WGIFX
Total Expense Ratio0.900.52173%
Annual Report Gross Expense Ratio2.570.52494%
Fund Existence18 years17 years-
Gain YTD15.41523.66065%
Front LoadN/AN/A-
Min. Initial Investment1000250400%
Min. Initial Investment IRAN/AN/A-
Net Assets22.7M144B0%
Annual Yield % from dividends1.321.5685%
Returns for 1 year2.4015.3216%
Returns for 3 years22.6057.2339%
Returns for 5 years7.8349.1916%
Returns for 10 years8.8387.7510%
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