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RWICX vs SRIGX
RWICX vs SRIGX Comparison
Open Charts RWICX vs SRIGX
American Funds Capital World Gr&Inc R3
Price$60.33
Change+$1.10 (+1.86%)
VolumeN/A
Net Assets115.05B
RWICX vs SRIGX Comparison Chart
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RWICX vs. SRIGX commentary
Apr 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 Hold and SRIGX is a Hold.
FUNDAMENTALS
Fundamentals
RWICX has more cash in the bank: 115B vs. SRIGX (20.1M). SRIGX pays higher dividends than RWICX: SRIGX (1.46) vs RWICX (1.35). 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 (27.00) and SRIGX (27.00) have comparable annual turnover. 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 : -4.50 vs. SRIGX (-8.37). RWICX return over 5 years is better than : 45.59 vs. SRIGX (14.42).
| 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 | -4.034 | -5.671 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 115B | 20.1M | 572,139% |
| Annual Yield % from dividends | 1.35 | 1.46 | 92% |
| Returns for 1 year | -4.50 | -8.37 | 54% |
| Returns for 3 years | 9.86 | -6.75 | -146% |
| Returns for 5 years | 45.59 | 14.42 | 316% |
| Returns for 10 years | 31.16 | -15.32 | -203% |
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