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SRIGX vs WGIFX
SRIGX vs WGIFX Comparison
Open Charts SRIGX vs WGIFX
American Funds Capital World Gr&Inc F2
Price$75.32
Change-$0.08 (-0.11%)
VolumeN/A
Net Assets140.77B
SRIGX vs WGIFX Comparison Chart in %
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SRIGX vs. WGIFX commentary
Oct 19, 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 Hold.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 141B vs. SRIGX (22.1M). WGIFX pays higher dividends than SRIGX: WGIFX (1.59) 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 : 11.05 vs. SRIGX (-1.26). WGIFX return over 5 years is better than : 52.11 vs. SRIGX (9.59).
| 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 | 12.141 | 20.182 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.1M | 141B | 0% |
| Annual Yield % from dividends | 1.32 | 1.59 | 83% |
| Returns for 1 year | -1.26 | 11.05 | -11% |
| Returns for 3 years | 31.35 | 68.14 | 46% |
| Returns for 5 years | 9.59 | 52.11 | 18% |
| Returns for 10 years | 3.15 | 78.84 | 4% |
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