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RWBEX vs SRIDX
RWBEX vs SRIDX Comparison
Open Charts RWBEX vs SRIDX
American Funds Capital World Gr&Inc R2E
Price$65.17
Change-$4.61 (-6.61%)
VolumeN/A
CapitalizationN/A
RWBEX vs SRIDX Comparison Chart
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RWBEX vs. SRIDX commentary
Dec 19, 2024
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 Hold.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 130B vs. SRIDX (23.7M). RWBEX pays higher dividends than SRIDX: RWBEX (1.28) vs SRIDX (1.18). RWBEX was incepted earlier than SRIDX: RWBEX (10 years) vs SRIDX (18 years). RWBEX is a more actively managed with annual turnover of: 27.00 vs. SRIDX (25.00). RWBEX has a lower initial minimum investment than SRIDX: RWBEX (250) vs SRIDX (100000). RWBEX annual gain was more profitable for investors over the last year : 11.66 vs. SRIDX (5.56). RWBEX return over 5 years is better than : 30.86 vs. SRIDX (2.84).
| RWBEX | SRIDX | RWBEX / SRIDX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 18 years | - |
| Gain YTD | 10.091 | 3.772 | 267% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 130B | 23.7M | 548,523% |
| Annual Yield % from dividends | 1.28 | 1.18 | 109% |
| Returns for 1 year | 11.66 | 5.56 | 210% |
| Returns for 3 years | 9.08 | -7.78 | -117% |
| Returns for 5 years | 30.86 | 2.84 | 1,086% |
| Returns for 10 years | 45.55 | -3.15 | -1,444% |
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