Interact to see
Advertisement
Advertisement
RWICX vs SRIAX
RWICX vs SRIAX Comparison
Open Charts RWICX vs SRIAX
American Funds Capital World Gr&Inc R3
Price$73.78
Change-$0.50 (-0.67%)
VolumeN/A
Net Assets140.58B
RWICX vs SRIAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
RWICX vs. SRIAX commentary
Sep 26, 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 Hold and SRIAX is a Hold.
FUNDAMENTALS
Fundamentals
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 : 10.01 vs. SRIAX (1.84). RWICX return over 5 years is better than : 52.65 vs. SRIAX (18.44).
| 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 | 18.095 | 13.040 | 139% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | N/A | - |
| Annual Yield % from dividends | 1.18 | 1.32 | 89% |
| Returns for 1 year | 10.01 | 1.84 | 543% |
| Returns for 3 years | 67.35 | 35.59 | 189% |
| Returns for 5 years | 52.65 | 18.44 | 286% |
| Returns for 10 years | 87.01 | 11.66 | 746% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement