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RWIEX vs SRIAX
RWIEX vs SRIAX Comparison
Open Charts RWIEX vs SRIAX
American Funds Capital World Gr&Inc R4
Price$72.42
Change+$0.92 (+1.29%)
VolumeN/A
Net Assets135.64B
RWIEX vs SRIAX Comparison Chart in %
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RWIEX vs. SRIAX commentary
Aug 13, 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 StrongBuy and SRIAX is a Buy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 136B vs. SRIAX (22.1M). RWIEX pays higher dividends than SRIAX: RWIEX (1.46) vs SRIAX (1.36). 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 : 15.06 vs. SRIAX (7.25). RWIEX return over 5 years is better than : 46.84 vs. SRIAX (12.43).
| 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 | 15.236 | 11.680 | 130% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 22.1M | 615,385% |
| Annual Yield % from dividends | 1.46 | 1.36 | 107% |
| Returns for 1 year | 15.06 | 7.25 | 208% |
| Returns for 3 years | 40.86 | 13.84 | 295% |
| Returns for 5 years | 46.84 | 12.43 | 377% |
| Returns for 10 years | 63.55 | -0.42 | -15,120% |
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