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RWBEX vs SRIDX
RWBEX vs SRIDX Comparison
Open Charts RWBEX vs SRIDX
American Funds Capital World Gr&Inc R2E
Price$63.44
Change-$1.68 (-2.58%)
VolumeN/A
Net Assets126.53B
RWBEX vs SRIDX Comparison Chart
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RWBEX vs. SRIDX commentary
Mar 11, 2025
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 SRIDX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 127B vs. SRIDX (22.5M). SRIDX pays higher dividends than RWBEX: SRIDX (1.36) vs RWBEX (1.15). RWBEX was incepted earlier than SRIDX: RWBEX (11 years) vs SRIDX (18 years). SRIDX (2.34) is less costly to investors than RWBEX (1.21). RWBEX (27.00) and SRIDX (27.00) have comparable annual turnover. RWBEX has a lower initial minimum investment than SRIDX: RWBEX (250) vs SRIDX (1000). RWBEX annual gain was more profitable for investors over the last year : 2.84 vs. SRIDX (0.98). RWBEX return over 5 years is better than : 42.11 vs. SRIDX (14.33).
| RWBEX | SRIDX | RWBEX / SRIDX | |
| Total Expense Ratio | 1.21 | 0.90 | 134% |
| Annual Report Gross Expense Ratio | 1.21 | 2.34 | 52% |
| Fund Existence | 11 years | 18 years | - |
| Gain YTD | 2.924 | 4.006 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 127B | 22.5M | 564,444% |
| Annual Yield % from dividends | 1.15 | 1.36 | 85% |
| Returns for 1 year | 2.84 | 0.98 | 288% |
| Returns for 3 years | 23.17 | 7.39 | 313% |
| Returns for 5 years | 42.11 | 14.33 | 294% |
| Returns for 10 years | 45.63 | -0.91 | -5,009% |
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