RWBEX
Price
$65.17
Change
-$4.61 (-6.61%)
Updated
Dec 17 closing price
SRIDX
Price
$13.32
Change
-$0.09 (-0.67%)
Updated
Dec 17 closing price
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RWBEX vs SRIDX

Header iconRWBEX vs SRIDX Comparison
Open Charts RWBEX vs SRIDXBanner chart's image
American Funds Capital World Gr&Inc R2E
Price$65.17
Change-$4.61 (-6.61%)
VolumeN/A
CapitalizationN/A
Gabelli SRI I
Price$13.32
Change-$0.09 (-0.67%)
VolumeN/A
CapitalizationN/A
RWBEX vs SRIDX Comparison Chart
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RWBEX vs. SRIDX 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 SRIDX is a Hold.

FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 130B vs. SRIDX (23.7M). RWBEX pays higher dividends than SRIDX: RWBEX (1.28) vs SRIDX (1.18). RWBEX was incepted earlier than SRIDX: RWBEX (10 years) vs SRIDX (18 years). RWBEX is a more actively managed with annual turnover of: 27.00 vs. SRIDX (25.00). RWBEX has a lower initial minimum investment than SRIDX: RWBEX (250) vs SRIDX (100000). RWBEX annual gain was more profitable for investors over the last year : 11.66 vs. SRIDX (5.56). RWBEX return over 5 years is better than : 30.86 vs. SRIDX (2.84).
RWBEXSRIDXRWBEX / SRIDX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence10 years18 years-
Gain YTD10.0913.772267%
Front LoadN/AN/A-
Min. Initial Investment2501000000%
Min. Initial Investment IRAN/AN/A-
Net Assets130B23.7M548,523%
Annual Yield % from dividends1.281.18109%
Returns for 1 year11.665.56210%
Returns for 3 years9.08-7.78-117%
Returns for 5 years30.862.841,086%
Returns for 10 years45.55-3.15-1,444%
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