Interact to see
Advertisement
Advertisement
SRIGX vs WGIFX
SRIGX vs WGIFX Comparison
Open Charts SRIGX vs WGIFX
American Funds Capital World Gr&Inc F2
Price$73.49
Change+$0.67 (+0.92%)
VolumeN/A
Net Assets137.57B
SRIGX vs WGIFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SRIGX vs. WGIFX commentary
Sep 09, 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 Hold and WGIFX is a Buy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 138B vs. SRIGX (22.5M). WGIFX pays higher dividends than SRIGX: WGIFX (1.64) 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 : 15.88 vs. SRIGX (5.66). WGIFX return over 5 years is better than : 49.77 vs. SRIGX (14.38).
| SRIGX | WGIFX | SRIGX / WGIFX | |
| Total Expense Ratio | 0.90 | 0.52 | 173% |
| Annual Report Gross Expense Ratio | 2.57 | 0.52 | 494% |
| Fund Existence | 18 years | 17 years | - |
| Gain YTD | 13.019 | 16.891 | 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 | 1.32 | 1.64 | 81% |
| Returns for 1 year | 5.66 | 15.88 | 36% |
| Returns for 3 years | 21.93 | 50.36 | 44% |
| Returns for 5 years | 14.38 | 49.77 | 29% |
| Returns for 10 years | 7.32 | 77.83 | 9% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement