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RWBEX vs SRIDX
RWBEX vs SRIDX Comparison
Open Charts RWBEX vs SRIDX
American Funds Capital World Gr&Inc R2E
Price$74.76
Change+$0.31 (+0.42%)
VolumeN/A
Net Assets140.42B
RWBEX vs SRIDX Comparison Chart in %
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RWBEX vs. SRIDX commentary
Sep 16, 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: 140B vs. SRIDX (22.7M). SRIDX pays higher dividends than RWBEX: SRIDX (1.28) vs RWBEX (1.04). RWBEX was incepted earlier than SRIDX: RWBEX (11 years) vs SRIDX (18 years). SRIDX (2.32) is less costly to investors than RWBEX (1.21). RWBEX is a more actively managed with annual turnover of: 27.00 vs. SRIDX (23.00). 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 : 12.74 vs. SRIDX (3.53). RWBEX return over 5 years is better than : 47.65 vs. SRIDX (15.30).
| RWBEX | SRIDX | RWBEX / SRIDX | |
| Total Expense Ratio | 1.21 | 0.90 | 134% |
| Annual Report Gross Expense Ratio | 1.21 | 2.32 | 52% |
| Fund Existence | 11 years | 18 years | - |
| Gain YTD | 18.362 | 13.636 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 22.7M | 616,740% |
| Annual Yield % from dividends | 1.04 | 1.28 | 81% |
| Returns for 1 year | 12.74 | 3.53 | 361% |
| Returns for 3 years | 56.50 | 27.52 | 205% |
| Returns for 5 years | 47.65 | 15.30 | 311% |
| Returns for 10 years | 77.32 | 10.06 | 769% |
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