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RWBEX vs SRIDX
RWBEX vs SRIDX Comparison
Open Charts RWBEX vs SRIDX
American Funds Capital World Gr&Inc R2E
Price$75.18
Change-$0.49 (-0.65%)
VolumeN/A
Net Assets141.83B
RWBEX vs SRIDX Comparison Chart in %
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RWBEX vs. SRIDX commentary
Oct 23, 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 Hold and SRIDX is a Hold.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 142B vs. SRIDX (22.5M). SRIDX pays higher dividends than RWBEX: SRIDX (1.27) vs RWBEX (1.00). 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 : 10.76 vs. SRIDX (1.63). RWBEX return over 5 years is better than : 48.62 vs. SRIDX (11.62).
| 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 | 19.703 | 13.559 | 145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 22.5M | 631,111% |
| Annual Yield % from dividends | 1.00 | 1.27 | 79% |
| Returns for 1 year | 10.76 | 1.63 | 659% |
| Returns for 3 years | 63.53 | 33.73 | 188% |
| Returns for 5 years | 48.62 | 11.62 | 418% |
| Returns for 10 years | 71.10 | 5.19 | 1,371% |
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