Interact to see
Advertisement
Advertisement
RWIEX vs SRIAX
RWIEX vs SRIAX Comparison
Open Charts RWIEX vs SRIAX
American Funds Capital World Gr&Inc R4
Price$68.87
Change+$0.25 (+0.36%)
VolumeN/A
Net Assets130.86B
RWIEX vs SRIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
RWIEX vs. SRIAX 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 RWIEX is a Buy and SRIAX is a Buy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 131B vs. SRIAX (21.4M). RWIEX pays higher dividends than SRIAX: RWIEX (1.53) vs SRIAX (1.42). RWIEX was incepted earlier than SRIAX: RWIEX (23 years) vs SRIAX (18 years). SRIAX (2.57) is less costly to investors than RWIEX (0.76). RWIEX is a more actively managed with annual turnover of: 27.00 vs. SRIAX (23.00). RWIEX has a lower initial minimum investment than SRIAX: RWIEX (250) vs SRIAX (1000). RWIEX annual gain was more profitable for investors over the last year : 6.35 vs. SRIAX (-1.22). RWIEX return over 5 years is better than : 45.88 vs. SRIAX (10.66).
| RWIEX | SRIAX | RWIEX / SRIAX | |
| Total Expense Ratio | 0.76 | 0.90 | 84% |
| Annual Report Gross Expense Ratio | 0.76 | 2.57 | 30% |
| Fund Existence | 23 years | 18 years | - |
| Gain YTD | 9.038 | 5.040 | 179% |
| Front Load | N/A | 6% | - |
| 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 | 1.53 | 1.42 | 108% |
| Returns for 1 year | 6.35 | -1.22 | -520% |
| Returns for 3 years | 29.04 | 7.15 | 406% |
| Returns for 5 years | 45.88 | 10.66 | 430% |
| Returns for 10 years | 53.09 | -5.15 | -1,031% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement