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RWICX vs SRIDX
RWICX vs SRIDX Comparison
Open Charts RWICX vs SRIDX
American Funds Capital World Gr&Inc R3
Price$64.90
Change-$4.63 (-6.66%)
VolumeN/A
CapitalizationN/A
RWICX vs SRIDX Comparison Chart
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RWICX vs. SRIDX commentary
Dec 19, 2024
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 SRIDX is a Hold.
FUNDAMENTALS
Fundamentals
RWICX has more cash in the bank: 130B vs. SRIDX (23.7M). RWICX pays higher dividends than SRIDX: RWICX (1.43) vs SRIDX (1.18). RWICX was incepted earlier than SRIDX: RWICX (23 years) vs SRIDX (18 years). RWICX is a more actively managed with annual turnover of: 27.00 vs. SRIDX (25.00). RWICX has a lower initial minimum investment than SRIDX: RWICX (250) vs SRIDX (100000). RWICX annual gain was more profitable for investors over the last year : 11.76 vs. SRIDX (5.56). RWICX return over 5 years is better than : 31.34 vs. SRIDX (2.84).
| RWICX | SRIDX | RWICX / SRIDX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 18 years | - |
| Gain YTD | 10.191 | 3.772 | 270% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 130B | 23.7M | 548,523% |
| Annual Yield % from dividends | 1.43 | 1.18 | 121% |
| Returns for 1 year | 11.76 | 5.56 | 212% |
| Returns for 3 years | 9.33 | -7.78 | -120% |
| Returns for 5 years | 31.34 | 2.84 | 1,103% |
| Returns for 10 years | 46.34 | -3.15 | -1,469% |
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