RWICX
Price
$68.15
Change
-$0.73 (-1.06%)
Updated
Jun 13 closing price
Net Assets
131.04B
SRICX
Price
$11.38
Change
-$0.17 (-1.47%)
Updated
Jun 13 closing price
Net Assets
21.3M
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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$68.15
Change-$0.73 (-1.06%)
VolumeN/A
Net Assets131.04B
Gabelli SRI C
Price$11.38
Change-$0.17 (-1.47%)
VolumeN/A
Net Assets21.3M
RWICX vs SRICX Comparison Chart
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RWICX vs. SRICX commentary
Jun 15, 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 Hold.

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FUNDAMENTALS
Fundamentals
RWICX has more cash in the bank: 131B vs. SRICX (21.3M). SRICX pays higher dividends than RWICX: SRICX (1.63) vs RWICX (1.26). RWICX was incepted earlier than SRICX: RWICX (23 years) vs SRICX (18 years). SRICX (3.33) is less costly to investors than RWICX (1.06). RWICX is a more actively managed with annual turnover of: 27.00 vs. SRICX (23.00). 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 : 5.98 vs. SRICX (1.27). RWICX return over 5 years is better than : 50.18 vs. SRICX (15.87).
RWICXSRICXRWICX / SRICX
Total Expense Ratio1.060.90118%
Annual Report Gross Expense Ratio1.063.3332%
Fund Existence23 years18 years-
Gain YTD8.8796.256142%
Front LoadN/AN/A-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets131B21.3M615,023%
Annual Yield % from dividends1.261.6377%
Returns for 1 year5.981.27471%
Returns for 3 years42.8820.65208%
Returns for 5 years50.1815.87316%
Returns for 10 years50.31-12.89-390%
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