Interact to see
Advertisement
Advertisement
RWICX vs SRIGX
RWICX vs SRIGX Comparison
Open Charts RWICX vs SRIGX
American Funds Capital World Gr&Inc R3
Price$68.21
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets130.86B
RWICX vs SRIGX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
RWICX vs. SRIGX 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 SRIGX is a Buy.
FUNDAMENTALS
Fundamentals
RWICX has more cash in the bank: 131B vs. SRIGX (21.4M). SRIGX pays higher dividends than RWICX: SRIGX (1.42) vs RWICX (1.26). RWICX was incepted earlier than SRIGX: RWICX (23 years) vs SRIGX (18 years). SRIGX (2.57) 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 : 5.79 vs. SRIGX (-1.15). RWICX return over 5 years is better than : 43.84 vs. SRIGX (10.65).
| RWICX | SRIGX | RWICX / SRIGX | |
| Total Expense Ratio | 1.06 | 0.90 | 118% |
| Annual Report Gross Expense Ratio | 1.06 | 2.57 | 41% |
| Fund Existence | 23 years | 18 years | - |
| Gain YTD | 8.501 | 5.032 | 169% |
| 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 | 1.42 | 89% |
| Returns for 1 year | 5.79 | -1.15 | -505% |
| Returns for 3 years | 28.56 | 7.73 | 370% |
| Returns for 5 years | 43.84 | 10.65 | 412% |
| Returns for 10 years | 50.62 | -5.14 | -985% |