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RWICX vs SRIDX
RWICX vs SRIDX Comparison
Open Charts RWICX vs SRIDX
American Funds Capital World Gr&Inc R3
Price$68.46
Change+$0.25 (+0.37%)
VolumeN/A
Net Assets130.86B
RWICX vs SRIDX Comparison Chart
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RWICX vs. SRIDX commentary
Jun 07, 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: 131B vs. SRIDX (21.4M). SRIDX pays higher dividends than RWICX: SRIDX (1.37) vs RWICX (1.26). 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 : 6.00 vs. SRIDX (-1.32). RWICX return over 5 years is better than : 44.37 vs. SRIDX (11.28).
| 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 | 8.899 | 5.008 | 178% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 21.4M | 612,150% |
| Annual Yield % from dividends | 1.26 | 1.37 | 92% |
| Returns for 1 year | 6.00 | -1.32 | -454% |
| Returns for 3 years | 28.12 | 7.12 | 395% |
| Returns for 5 years | 44.37 | 11.28 | 393% |
| Returns for 10 years | 51.42 | -2.80 | -1,837% |
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