Ad is loading...
RWICX vs SRIDX
RWICX vs SRIDX Comparison
Open Charts RWICX vs SRIDX
American Funds Capital World Gr&Inc R3
Price$64.46
Change+$0.18 (+0.28%)
VolumeN/A
Net Assets124.44B
RWICX vs SRIDX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
RWICX vs. SRIDX commentary
May 09, 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: 124B vs. SRIDX (21.2M). SRIDX pays higher dividends than RWICX: SRIDX (1.42) vs RWICX (1.34). RWICX was incepted earlier than SRIDX: RWICX (23 years) vs SRIDX (18 years). SRIDX (2.34) 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 : 1.93 vs. SRIDX (-3.71). RWICX return over 5 years is better than : 49.16 vs. SRIDX (19.16).
| RWICX | SRIDX | RWICX / SRIDX | |
| Total Expense Ratio | 1.06 | 0.90 | 118% |
| Annual Report Gross Expense Ratio | 1.06 | 2.34 | 45% |
| Fund Existence | 23 years | 18 years | - |
| Gain YTD | 2.536 | 1.079 | 235% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 124B | 21.2M | 584,906% |
| Annual Yield % from dividends | 1.34 | 1.42 | 94% |
| Returns for 1 year | 1.93 | -3.71 | -52% |
| Returns for 3 years | 29.86 | 8.93 | 335% |
| Returns for 5 years | 49.16 | 19.16 | 257% |
| Returns for 10 years | 39.42 | -6.50 | -607% |
View a ticker or compare two or three
VS
VS
Ad is loading...