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RWICX vs SRIGX
RWICX vs SRIGX Comparison
Open Charts RWICX vs SRIGX
American Funds Capital World Gr&Inc R3
Price$63.12
Change-$1.78 (-2.74%)
VolumeN/A
CapitalizationN/A
Gabelli SRI AAA
Price$12.50
Change-$0.34 (-2.65%)
VolumeN/A
CapitalizationN/A
RWICX vs SRIGX Comparison Chart
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RWICX vs. SRIGX 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 SRIGX is a Hold.
FUNDAMENTALS
Fundamentals
RWICX has more cash in the bank: 121B vs. SRIGX (23.6M). RWICX pays higher dividends than SRIGX: RWICX (1.43) vs SRIGX (1.22). RWICX was incepted earlier than SRIGX: RWICX (23 years) vs SRIGX (18 years). RWICX is a more actively managed with annual turnover of: 27.00 vs. SRIGX (25.00). RWICX has a lower initial minimum investment than SRIGX: RWICX (250) vs SRIGX (1000). RWICX annual gain was more profitable for investors over the last year : 11.76 vs. SRIGX (5.52). RWICX return over 5 years is better than : 31.34 vs. SRIGX (2.24).
| RWICX | SRIGX | RWICX / SRIGX | |
| 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 | 3.751 | 272% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 23.6M | 512,712% |
| Annual Yield % from dividends | 1.43 | 1.22 | 117% |
| Returns for 1 year | 11.76 | 5.52 | 213% |
| Returns for 3 years | 9.33 | -7.85 | -119% |
| Returns for 5 years | 31.34 | 2.24 | 1,397% |
| Returns for 10 years | 46.34 | -5.67 | -817% |
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