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RWBEX vs SRIGX
RWBEX vs SRIGX Comparison
Open Charts RWBEX vs SRIGX
American Funds Capital World Gr&Inc R2E
Price$63.38
Change-$1.79 (-2.75%)
VolumeN/A
CapitalizationN/A
Gabelli SRI AAA
Price$12.50
Change-$0.34 (-2.65%)
VolumeN/A
CapitalizationN/A
RWBEX vs SRIGX Comparison Chart
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RWBEX vs. SRIGX 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 SRIGX is a Hold.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 121B vs. SRIGX (23.6M). RWBEX (1.28) and SRIGX (1.22) have matching dividends . RWBEX was incepted earlier than SRIGX: RWBEX (10 years) vs SRIGX (18 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 : 11.66 vs. SRIGX (5.52). RWBEX return over 5 years is better than : 30.86 vs. SRIGX (2.24).
| RWBEX | SRIGX | RWBEX / SRIGX | |
| 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 | 3.751 | 269% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 23.6M | 512,712% |
| Annual Yield % from dividends | 1.28 | 1.22 | 105% |
| Returns for 1 year | 11.66 | 5.52 | 211% |
| Returns for 3 years | 9.08 | -7.85 | -116% |
| Returns for 5 years | 30.86 | 2.24 | 1,375% |
| Returns for 10 years | 45.55 | -5.67 | -803% |
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