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RWICX vs SRIAX
RWICX vs SRIAX Comparison
Open Charts RWICX vs SRIAX
American Funds Capital World Gr&Inc R3
Price$64.58
Change+$0.12 (+0.19%)
VolumeN/A
Net Assets124.77B
RWICX vs SRIAX Comparison Chart
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RWICX vs. SRIAX commentary
May 11, 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: 125B vs. SRIAX (21.3M). SRIAX pays higher dividends than RWICX: SRIAX (1.47) vs RWICX (1.34). 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 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 : 1.86 vs. SRIAX (-3.66). RWICX return over 5 years is better than : 49.43 vs. SRIAX (19.34).
| 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 | 2.727 | 1.840 | 148% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 21.3M | 586,854% |
| Annual Yield % from dividends | 1.34 | 1.47 | 91% |
| Returns for 1 year | 1.86 | -3.66 | -51% |
| Returns for 3 years | 29.49 | 10.06 | 293% |
| Returns for 5 years | 49.43 | 19.34 | 256% |
| Returns for 10 years | 40.26 | -7.98 | -505% |
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