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RWICX vs SRIAX
RWICX vs SRIAX Comparison
Open Charts RWICX vs SRIAX
American Funds Capital World Gr&Inc R3
Price$60.47
Change+$0.11 (+0.18%)
VolumeN/A
Net Assets117.17B
RWICX vs SRIAX Comparison Chart
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RWICX vs. SRIAX commentary
Apr 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: 117B vs. SRIAX (20.2M). SRIAX pays higher dividends than RWICX: SRIAX (1.46) vs RWICX (1.35). RWICX was incepted earlier than SRIAX: RWICX (23 years) vs SRIAX (18 years). SRIAX (2.59) is less costly to investors than RWICX (1.06). RWICX (27.00) and SRIAX (27.00) have comparable annual turnover. 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 : -1.25 vs. SRIAX (-4.57). RWICX return over 5 years is better than : 42.12 vs. SRIAX (14.83).
| RWICX | SRIAX | RWICX / SRIAX | |
| Total Expense Ratio | 1.06 | 0.90 | 118% |
| Annual Report Gross Expense Ratio | 1.06 | 2.59 | 41% |
| Fund Existence | 23 years | 18 years | - |
| Gain YTD | -3.811 | -4.240 | 90% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117B | 20.2M | 579,208% |
| Annual Yield % from dividends | 1.35 | 1.46 | 92% |
| Returns for 1 year | -1.25 | -4.57 | 27% |
| Returns for 3 years | 10.18 | -4.91 | -207% |
| Returns for 5 years | 42.12 | 14.83 | 284% |
| Returns for 10 years | 31.33 | -13.82 | -227% |
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