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RWICX vs SRIAX
RWICX vs SRIAX Comparison
Open Charts RWICX vs SRIAX
American Funds Capital World Gr&Inc R3
Price$72.00
Change+$0.92 (+1.29%)
VolumeN/A
Net Assets135.64B
RWICX vs SRIAX Comparison Chart in %
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RWICX vs. SRIAX commentary
Aug 13, 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 RWICX is a StrongBuy and SRIAX is a Buy.
FUNDAMENTALS
Fundamentals
RWICX has more cash in the bank: 136B vs. SRIAX (22.1M). SRIAX pays higher dividends than RWICX: SRIAX (1.36) vs RWICX (1.21). RWICX was incepted earlier than SRIAX: RWICX (23 years) vs SRIAX (18 years). SRIAX (2.57) is less costly to investors than RWICX (1.06). RWICX is a more actively managed with annual turnover of: 27.00 vs. SRIAX (23.00). 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 : 14.68 vs. SRIAX (7.25). RWICX return over 5 years is better than : 45.24 vs. SRIAX (12.43).
| RWICX | SRIAX | RWICX / SRIAX | |
| Total Expense Ratio | 1.06 | 0.90 | 118% |
| Annual Report Gross Expense Ratio | 1.06 | 2.57 | 41% |
| Fund Existence | 23 years | 18 years | - |
| Gain YTD | 15.030 | 11.680 | 129% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 22.1M | 615,385% |
| Annual Yield % from dividends | 1.21 | 1.36 | 88% |
| Returns for 1 year | 14.68 | 7.25 | 203% |
| Returns for 3 years | 39.74 | 13.84 | 287% |
| Returns for 5 years | 45.24 | 12.43 | 364% |
| Returns for 10 years | 61.65 | -0.42 | -14,668% |
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