RWBEX
Price
$63.44
Change
-$1.68 (-2.58%)
Updated
Mar 10 closing price
Net Assets
126.53B
SRIDX
Price
$13.25
Change
-$0.25 (-1.85%)
Updated
Mar 10 closing price
Net Assets
22.51M
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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$63.44
Change-$1.68 (-2.58%)
VolumeN/A
Net Assets126.53B
Gabelli SRI I
Price$13.25
Change-$0.25 (-1.85%)
VolumeN/A
Net Assets22.51M
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.

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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).
RWBEXSRIDXRWBEX / SRIDX
Total Expense Ratio1.210.90134%
Annual Report Gross Expense Ratio1.212.3452%
Fund Existence11 years18 years-
Gain YTD2.9244.00673%
Front LoadN/AN/A-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets127B22.5M564,444%
Annual Yield % from dividends1.151.3685%
Returns for 1 year2.840.98288%
Returns for 3 years23.177.39313%
Returns for 5 years42.1114.33294%
Returns for 10 years45.63-0.91-5,009%
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