Ad is loading...
Ad is loading...
RWBEX vs SRIAX
RWBEX vs SRIAX Comparison
Open Charts RWBEX vs SRIAX
American Funds Capital World Gr&Inc R2E
Price$66.90
Change-$0.72 (-1.06%)
VolumeN/A
CapitalizationN/A
RWBEX vs SRIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
RWBEX vs. SRIAX commentary
Nov 18, 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 Sell and SRIAX is a StrongSell.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 125B vs. SRIAX (23.8M). 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). SRIAX annual gain was more profitable for investors over the last year : 20.07 vs. RWBEX (18.55). RWBEX return over 5 years is better than : 37.10 vs. SRIAX (-1.72).
| 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 | 12.641 | 12.929 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 23.8M | 525,210% |
| Annual Yield % from dividends | 1.28 | 1.22 | 105% |
| Returns for 1 year | 18.55 | 20.07 | 92% |
| Returns for 3 years | 2.29 | -14.60 | -16% |
| Returns for 5 years | 37.10 | -1.72 | -2,151% |
| Returns for 10 years | 47.08 | 3.79 | 1,241% |