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RWBEX vs SRIGX
RWBEX vs SRIGX Comparison
Open Charts RWBEX vs SRIGX
American Funds Capital World Gr&Inc R2E
Price$64.35
Change-$1.09 (-1.67%)
VolumeN/A
CapitalizationN/A
Gabelli SRI AAA
Price$13.58
Change-$0.20 (-1.45%)
VolumeN/A
CapitalizationN/A
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RWBEX vs SRIGX Comparison Chart
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RWBEX vs. SRIGX commentary
Sep 08, 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 StrongBuy and SRIGX is a Buy.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 121B vs. SRIGX (23.4M). RWBEX (1.28) and SRIGX (1.22) have matching dividends . RWBEX was incepted earlier than SRIGX: RWBEX (10 years) vs SRIGX (17 years). RWBEX is a more actively managed with annual turnover of: 27.00 vs. SRIGX (25.00). RWBEX has a lower initial minimum investment than SRIGX: RWBEX (250) vs SRIGX (1000). RWBEX annual gain was more profitable for investors over the last year : 16.78 vs. SRIGX (14.69). RWBEX return over 5 years is better than : 39.30 vs. SRIGX (-0.92).
| RWBEX | SRIGX | RWBEX / SRIGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 17 years | - |
| Gain YTD | 9.987 | 10.040 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 23.4M | 517,094% |
| Annual Yield % from dividends | 1.28 | 1.22 | 105% |
| Returns for 1 year | 16.78 | 14.69 | 114% |
| Returns for 3 years | 0.71 | -15.14 | -5% |
| Returns for 5 years | 39.30 | -0.92 | -4,290% |
| Returns for 10 years | 43.44 | 3.58 | 1,214% |
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