RWICX
Price
$60.33
Change
+$1.10 (+1.86%)
Updated
Apr 11 closing price
Net Assets
115.05B
SRICX
Price
$10.37
Change
+$0.10 (+0.97%)
Updated
Apr 11 closing price
Net Assets
20.09M
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RWICX vs SRICX

Header iconRWICX vs SRICX Comparison
Open Charts RWICX vs SRICXBanner chart's image
American Funds Capital World Gr&Inc R3
Price$60.33
Change+$1.10 (+1.86%)
VolumeN/A
Net Assets115.05B
Gabelli SRI C
Price$10.37
Change+$0.10 (+0.97%)
VolumeN/A
Net Assets20.09M
RWICX vs SRICX Comparison Chart
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RWICX vs. SRICX commentary
Apr 12, 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 SRICX is a Buy.

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FUNDAMENTALS
Fundamentals
RWICX has more cash in the bank: 115B vs. SRICX (20.1M). SRICX pays higher dividends than RWICX: SRICX (1.68) vs RWICX (1.35). RWICX was incepted earlier than SRICX: RWICX (23 years) vs SRICX (18 years). SRICX (3.34) is less costly to investors than RWICX (1.06). RWICX (27.00) and SRICX (27.00) have comparable annual turnover. RWICX has a lower initial minimum investment than SRICX: RWICX (250) vs SRICX (1000). RWICX annual gain was more profitable for investors over the last year : -4.50 vs. SRICX (-8.29). RWICX return over 5 years is better than : 45.59 vs. SRICX (11.65).
RWICXSRICXRWICX / SRICX
Total Expense Ratio1.060.90118%
Annual Report Gross Expense Ratio1.063.3432%
Fund Existence23 years18 years-
Gain YTD-4.034-5.52073%
Front LoadN/AN/A-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets115B20.1M572,139%
Annual Yield % from dividends1.351.6880%
Returns for 1 year-4.50-8.2954%
Returns for 3 years9.86-6.76-146%
Returns for 5 years45.5911.65391%
Returns for 10 years31.16-22.44-139%
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