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RWIEX vs SRIAX
RWIEX vs SRIAX Comparison
Open Charts RWIEX vs SRIAX
American Funds Capital World Gr&Inc R4
Price$74.56
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets138.65B
RWIEX vs SRIAX Comparison Chart in %
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RWIEX vs. SRIAX commentary
Nov 20, 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 has more cash in the bank: 139B vs. SRIAX (21.7M). RWIEX (1.35) and SRIAX (1.32) have matching dividends . 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 : 12.19 vs. SRIAX (-1.02). RWIEX return over 5 years is better than : 41.79 vs. SRIAX (4.02).
| 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 | 18.949 | 10.960 | 173% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 21.7M | 640,553% |
| Annual Yield % from dividends | 1.35 | 1.32 | 102% |
| Returns for 1 year | 12.19 | -1.02 | -1,199% |
| Returns for 3 years | 50.76 | 18.26 | 278% |
| Returns for 5 years | 41.79 | 4.02 | 1,040% |
| Returns for 10 years | 74.04 | 1.98 | 3,745% |
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