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RWICX vs SRIAX
RWICX vs SRIAX Comparison
Open Charts RWICX vs SRIAX
American Funds Capital World Gr&Inc R3
Price$63.14
Change+$0.33 (+0.53%)
VolumeN/A
CapitalizationN/A
RWICX vs SRIAX Comparison Chart
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RWICX vs. SRIAX commentary
Dec 23, 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 RWICX is a Buy and SRIAX is a Hold.
FUNDAMENTALS
Fundamentals
RWICX has more cash in the bank: 125B vs. SRIAX (23M). RWICX pays higher dividends than SRIAX: RWICX (1.43) vs SRIAX (1.22). RWICX was incepted earlier than SRIAX: RWICX (23 years) vs SRIAX (18 years). RWICX is a more actively managed with annual turnover of: 27.00 vs. SRIAX (25.00). RWICX has a lower initial minimum investment than SRIAX: RWICX (250) vs SRIAX (1000). RWICX annual gain was more profitable for investors over the last year : 8.26 vs. SRIAX (2.56). RWICX return over 5 years is better than : 27.60 vs. SRIAX (-0.74).
| RWICX | SRIAX | RWICX / SRIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 18 years | - |
| Gain YTD | 7.319 | 1.329 | 551% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 23M | 543,478% |
| Annual Yield % from dividends | 1.43 | 1.22 | 117% |
| Returns for 1 year | 8.26 | 2.56 | 323% |
| Returns for 3 years | 5.60 | -10.33 | -54% |
| Returns for 5 years | 27.60 | -0.74 | -3,725% |
| Returns for 10 years | 42.77 | -8.94 | -478% |