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RWBEX vs SRIDX
RWBEX vs SRIDX Comparison
Open Charts RWBEX vs SRIDX
American Funds Capital World Gr&Inc R2E
Price$71.27
Change+$0.45 (+0.64%)
VolumeN/A
Net Assets135.13B
RWBEX vs SRIDX Comparison Chart in %
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RWBEX vs. SRIDX commentary
Jul 04, 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 Buy.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 135B vs. SRIDX (22.1M). SRIDX pays higher dividends than RWBEX: SRIDX (1.33) vs RWBEX (1.06). 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 : 8.84 vs. SRIDX (3.92). RWBEX return over 5 years is better than : 50.51 vs. SRIDX (20.36).
| 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 | 13.307 | 9.399 | 142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 22.1M | 610,860% |
| Annual Yield % from dividends | 1.06 | 1.33 | 80% |
| Returns for 1 year | 8.84 | 3.92 | 226% |
| Returns for 3 years | 48.49 | 22.36 | 217% |
| Returns for 5 years | 50.51 | 20.36 | 248% |
| Returns for 10 years | 59.94 | 1.07 | 5,621% |
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