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RWICX vs SRIGX
RWICX vs SRIGX Comparison
Open Charts RWICX vs SRIGX
American Funds Capital World Gr&Inc R3
Price$64.58
Change+$0.12 (+0.19%)
VolumeN/A
Net Assets124.97B
RWICX vs SRIGX Comparison Chart
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RWICX vs. SRIGX commentary
May 12, 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 SRIGX is a Buy.
FUNDAMENTALS
Fundamentals
RWICX has more cash in the bank: 125B vs. SRIGX (21.3M). SRIGX pays higher dividends than RWICX: SRIGX (1.47) vs RWICX (1.34). RWICX was incepted earlier than SRIGX: RWICX (23 years) vs SRIGX (18 years). SRIGX (2.59) is less costly to investors than RWICX (1.06). RWICX is a more actively managed with annual turnover of: 27.00 vs. SRIGX (23.00). 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 : 1.86 vs. SRIGX (-3.43). RWICX return over 5 years is better than : 49.43 vs. SRIGX (19.50).
| RWICX | SRIGX | RWICX / SRIGX | |
| Total Expense Ratio | 1.06 | 0.90 | 118% |
| Annual Report Gross Expense Ratio | 1.06 | 2.59 | 41% |
| Fund Existence | 23 years | 18 years | - |
| Gain YTD | 2.727 | 1.997 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 21.3M | 586,854% |
| Annual Yield % from dividends | 1.34 | 1.47 | 91% |
| Returns for 1 year | 1.86 | -3.43 | -54% |
| Returns for 3 years | 29.49 | 10.22 | 289% |
| Returns for 5 years | 49.43 | 19.50 | 254% |
| Returns for 10 years | 40.26 | -7.76 | -519% |
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