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RWBEX vs SRIAX
RWBEX vs SRIAX Comparison
Open Charts RWBEX vs SRIAX
American Funds Capital World Gr&Inc R2E
Price$67.59
Change-$0.16 (-0.24%)
VolumeN/A
CapitalizationN/A
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RWBEX vs SRIAX Comparison Chart
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RWBEX vs. SRIAX commentary
Sep 21, 2024
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 RWBEX is a StrongBuy and SRIAX is a Buy.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 128B vs. SRIAX (24.4M). RWBEX (1.28) and SRIAX (1.22) have matching dividends . RWBEX was incepted earlier than SRIAX: RWBEX (10 years) vs SRIAX (17 years). RWBEX is a more actively managed with annual turnover of: 27.00 vs. SRIAX (25.00). RWBEX has a lower initial minimum investment than SRIAX: RWBEX (250) vs SRIAX (1000). RWBEX annual gain was more profitable for investors over the last year : 24.14 vs. SRIAX (19.34). RWBEX return over 5 years is better than : 43.95 vs. SRIAX (0.30).
| RWBEX | SRIAX | RWBEX / SRIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 17 years | - |
| Gain YTD | 13.803 | 12.610 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 24.4M | 524,590% |
| Annual Yield % from dividends | 1.28 | 1.22 | 105% |
| Returns for 1 year | 24.14 | 19.34 | 125% |
| Returns for 3 years | 8.07 | -10.07 | -80% |
| Returns for 5 years | 43.95 | 0.30 | 14,758% |
| Returns for 10 years | 50.51 | 8.21 | 615% |
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