Ad is loading...
Ad is loading...
RWBEX vs SRIGX
RWBEX vs SRIGX Comparison
Open Charts RWBEX vs SRIGX
American Funds Capital World Gr&Inc R2E
Price$66.90
Change-$0.72 (-1.06%)
VolumeN/A
CapitalizationN/A
Gabelli SRI AAA
Price$14.16
Change-$0.09 (-0.63%)
VolumeN/A
CapitalizationN/A
RWBEX vs SRIGX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
RWBEX vs. SRIGX commentary
Nov 18, 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 Sell and SRIGX is a StrongSell.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 125B vs. SRIGX (23.8M). 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). SRIGX annual gain was more profitable for investors over the last year : 19.96 vs. RWBEX (18.55). RWBEX return over 5 years is better than : 37.10 vs. SRIGX (-1.73).
| 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 | 12.641 | 12.829 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 23.8M | 525,210% |
| Annual Yield % from dividends | 1.28 | 1.22 | 105% |
| Returns for 1 year | 18.55 | 19.96 | 93% |
| Returns for 3 years | 2.29 | -14.64 | -16% |
| Returns for 5 years | 37.10 | -1.73 | -2,142% |
| Returns for 10 years | 47.08 | 3.79 | 1,244% |