Ad is loading...
RWBEX vs SRICX
RWBEX vs SRICX Comparison
Open Charts RWBEX vs SRICX
American Funds Capital World Gr&Inc R2E
Price$63.38
Change-$1.79 (-2.75%)
VolumeN/A
CapitalizationN/A
RWBEX vs SRICX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
RWBEX vs. SRICX commentary
Dec 19, 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 Buy and SRICX is a Hold.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 121B vs. SRICX (23.6M). SRICX pays higher dividends than RWBEX: SRICX (1.40) vs RWBEX (1.28). RWBEX was incepted earlier than SRICX: RWBEX (10 years) vs SRICX (18 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 annual gain was more profitable for investors over the last year : 7.95 vs. SRICX (4.72). RWBEX return over 5 years is better than : 27.03 vs. SRICX (-0.78).
| RWBEX | SRICX | RWBEX / SRICX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 18 years | - |
| Gain YTD | 7.142 | 3.758 | 190% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 23.6M | 512,712% |
| Annual Yield % from dividends | 1.28 | 1.40 | 91% |
| Returns for 1 year | 7.95 | 4.72 | 169% |
| Returns for 3 years | 6.16 | -7.87 | -78% |
| Returns for 5 years | 27.03 | -0.78 | -3,484% |
| Returns for 10 years | 41.65 | -13.84 | -301% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers