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RWIEX vs SRIAX
RWIEX vs SRIAX Comparison
Open Charts RWIEX vs SRIAX
American Funds Capital World Gr&Inc R4
Price$74.18
Change-$0.51 (-0.68%)
VolumeN/A
Net Assets140.58B
RWIEX vs SRIAX Comparison Chart in %
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RWIEX vs. SRIAX commentary
Sep 26, 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 Hold and SRIAX is a Hold.
FUNDAMENTALS
Fundamentals
RWIEX pays higher dividends than SRIAX: RWIEX (1.43) vs SRIAX (1.32). 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 : 10.36 vs. SRIAX (1.84). RWIEX return over 5 years is better than : 54.45 vs. SRIAX (18.44).
| 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 | 18.343 | 13.040 | 141% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | N/A | - |
| Annual Yield % from dividends | 1.43 | 1.32 | 108% |
| Returns for 1 year | 10.36 | 1.84 | 562% |
| Returns for 3 years | 68.79 | 35.59 | 193% |
| Returns for 5 years | 54.45 | 18.44 | 295% |
| Returns for 10 years | 89.35 | 11.66 | 766% |
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