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RWICX vs SRIAX
RWICX vs SRIAX Comparison
Open Charts RWICX vs SRIAX
American Funds Capital World Gr&Inc R3
Price$71.05
Change+$0.29 (+0.41%)
VolumeN/A
Net Assets135.41B
RWICX vs SRIAX Comparison Chart in %
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RWICX vs. SRIAX commentary
Jul 18, 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 Buy and SRIAX is a Buy.
FUNDAMENTALS
Fundamentals
RWICX has more cash in the bank: 135B vs. SRIAX (21.8M). SRIAX pays higher dividends than RWICX: SRIAX (1.38) 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 : 8.59 vs. SRIAX (-1.43). RWICX return over 5 years is better than : 47.54 vs. SRIAX (13.14).
| 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 | 13.512 | 8.320 | 162% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 21.8M | 619,266% |
| Annual Yield % from dividends | 1.21 | 1.38 | 87% |
| Returns for 1 year | 8.59 | -1.43 | -601% |
| Returns for 3 years | 51.40 | 22.31 | 230% |
| Returns for 5 years | 47.54 | 13.14 | 362% |
| Returns for 10 years | 56.57 | -3.48 | -1,626% |
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