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RWBEX vs SRICX
RWBEX vs SRICX Comparison
Open Charts RWBEX vs SRICX
American Funds Capital World Gr&Inc R2E
Price$66.90
Change-$0.72 (-1.06%)
VolumeN/A
CapitalizationN/A
RWBEX vs SRICX Comparison Chart
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RWBEX vs. SRICX 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 SRICX is a StrongSell.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 125B vs. SRICX (23.8M). SRICX pays higher dividends than RWBEX: SRICX (1.40) vs RWBEX (1.28). RWBEX was incepted earlier than SRICX: RWBEX (10 years) vs SRICX (17 years). RWBEX is a more actively managed with annual turnover of: 27.00 vs. SRICX (25.00). RWBEX has a lower initial minimum investment than SRICX: RWBEX (250) vs SRICX (1000). SRICX annual gain was more profitable for investors over the last year : 20.10 vs. RWBEX (18.55). RWBEX return over 5 years is better than : 37.10 vs. SRICX (-5.58).
| RWBEX | SRICX | RWBEX / SRICX | |
| 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 | 12.900 | 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 | 1.40 | 91% |
| Returns for 1 year | 18.55 | 20.10 | 92% |
| Returns for 3 years | 2.29 | -15.99 | -14% |
| Returns for 5 years | 37.10 | -5.58 | -665% |
| Returns for 10 years | 47.08 | -5.24 | -899% |