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RWICX vs SRIDX
RWICX vs SRIDX Comparison
Open Charts RWICX vs SRIDX
American Funds Capital World Gr&Inc R3
Price$70.98
Change+$0.45 (+0.64%)
VolumeN/A
Net Assets135.98B
RWICX vs SRIDX Comparison Chart in %
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RWICX vs. SRIDX commentary
Jul 06, 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 SRIDX is a Buy.
FUNDAMENTALS
Fundamentals
RWICX has more cash in the bank: 136B vs. SRIDX (22.2M). SRIDX pays higher dividends than RWICX: SRIDX (1.33) vs RWICX (1.21). 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 : 8.98 vs. SRIDX (4.50). RWICX return over 5 years is better than : 51.25 vs. SRIDX (21.03).
| 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 | 13.400 | 10.015 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 22.2M | 612,613% |
| Annual Yield % from dividends | 1.21 | 1.33 | 91% |
| Returns for 1 year | 8.98 | 4.50 | 199% |
| Returns for 3 years | 49.02 | 23.05 | 213% |
| Returns for 5 years | 51.25 | 21.03 | 244% |
| Returns for 10 years | 60.97 | 1.64 | 3,728% |
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