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RWBEX vs SRIDX
RWBEX vs SRIDX Comparison
Open Charts RWBEX vs SRIDX
American Funds Capital World Gr&Inc R2E
Price$64.84
Change+$0.12 (+0.19%)
VolumeN/A
Net Assets124.97B
RWBEX vs SRIDX Comparison Chart
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RWBEX vs. SRIDX commentary
May 12, 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 Buy and SRIDX is a Buy.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 125B vs. SRIDX (21.3M). SRIDX pays higher dividends than RWBEX: SRIDX (1.42) vs RWBEX (1.18). 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 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 : 1.75 vs. SRIDX (-3.38). RWBEX return over 5 years is better than : 48.77 vs. SRIDX (20.34).
| 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 | 2.676 | 2.080 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 21.3M | 586,854% |
| Annual Yield % from dividends | 1.18 | 1.42 | 83% |
| Returns for 1 year | 1.75 | -3.38 | -52% |
| Returns for 3 years | 29.12 | 10.27 | 284% |
| Returns for 5 years | 48.77 | 20.34 | 240% |
| Returns for 10 years | 39.43 | -5.38 | -732% |
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