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RWBEX vs SRICX
RWBEX vs SRICX Comparison
Open Charts RWBEX vs SRICX
American Funds Capital World Gr&Inc R2E
Price$68.86
Change+$0.24 (+0.35%)
VolumeN/A
CapitalizationN/A
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RWBEX vs SRICX Comparison Chart
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RWBEX vs. SRICX commentary
Oct 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 StrongBuy and SRICX is a Buy.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 129B vs. SRICX (24.6M). 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). RWBEX (25.33) and SRICX (24.27) have marching annual gain over last year. RWBEX return over 5 years is better than : 45.79 vs. SRICX (-1.04).
| 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 | 15.537 | 14.913 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 129B | 24.6M | 524,390% |
| Annual Yield % from dividends | 1.28 | 1.40 | 91% |
| Returns for 1 year | 25.33 | 24.27 | 104% |
| Returns for 3 years | 7.94 | -11.64 | -68% |
| Returns for 5 years | 45.79 | -1.04 | -4,400% |
| Returns for 10 years | 60.85 | 5.12 | 1,187% |
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