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RWICX vs SRIDX
RWICX vs SRIDX Comparison
Open Charts RWICX vs SRIDX
American Funds Capital World Gr&Inc R3
Price$72.58
Change+$0.34 (+0.47%)
VolumeN/A
Net Assets137.57B
RWICX vs SRIDX Comparison Chart in %
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RWICX vs. SRIDX commentary
Sep 08, 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 StrongBuy and SRIDX is a Hold.
FUNDAMENTALS
Fundamentals
RWICX has more cash in the bank: 138B vs. SRIDX (22.5M). SRIDX pays higher dividends than RWICX: SRIDX (1.28) vs RWICX (1.18). RWICX was incepted earlier than SRIDX: RWICX (23 years) vs SRIDX (18 years). SRIDX (2.32) is less costly to investors than RWICX (1.06). RWICX is a more actively managed with annual turnover of: 27.00 vs. SRIDX (23.00). RWICX has a lower initial minimum investment than SRIDX: RWICX (250) vs SRIDX (1000). RWICX annual gain was more profitable for investors over the last year : 12.79 vs. SRIDX (3.77). RWICX return over 5 years is better than : 45.52 vs. SRIDX (14.54).
| RWICX | SRIDX | RWICX / SRIDX | |
| Total Expense Ratio | 1.06 | 0.90 | 118% |
| Annual Report Gross Expense Ratio | 1.06 | 2.32 | 46% |
| Fund Existence | 23 years | 18 years | - |
| Gain YTD | 15.957 | 12.635 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138B | 22.5M | 613,333% |
| Annual Yield % from dividends | 1.18 | 1.28 | 93% |
| Returns for 1 year | 12.79 | 3.77 | 339% |
| Returns for 3 years | 52.88 | 26.08 | 203% |
| Returns for 5 years | 45.52 | 14.54 | 313% |
| Returns for 10 years | 73.59 | 8.79 | 837% |
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