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RWICX vs SRIAX
RWICX vs SRIAX Comparison
Open Charts RWICX vs SRIAX
American Funds Capital World Gr&Inc R3
Price$72.58
Change+$0.34 (+0.47%)
VolumeN/A
Net Assets136.94B
RWICX vs SRIAX Comparison Chart in %
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RWICX vs. SRIAX commentary
Sep 06, 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 Hold.
FUNDAMENTALS
Fundamentals
RWICX has more cash in the bank: 137B vs. SRIAX (22.6M). SRIAX pays higher dividends than RWICX: SRIAX (1.32) vs RWICX (1.18). 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 : 12.79 vs. SRIAX (4.21). RWICX return over 5 years is better than : 45.52 vs. SRIAX (14.31).
| 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 | 15.957 | 13.120 | 122% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 22.6M | 606,195% |
| Annual Yield % from dividends | 1.18 | 1.32 | 89% |
| Returns for 1 year | 12.79 | 4.21 | 304% |
| Returns for 3 years | 52.88 | 26.64 | 198% |
| Returns for 5 years | 45.52 | 14.31 | 318% |
| Returns for 10 years | 73.59 | 6.58 | 1,118% |
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