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RWIEX vs SRIAX
RWIEX vs SRIAX Comparison
Open Charts RWIEX vs SRIAX
American Funds Capital World Gr&Inc R4
Price$71.45
Change+$0.29 (+0.41%)
VolumeN/A
Net Assets135.41B
RWIEX vs SRIAX Comparison Chart in %
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RWIEX vs. SRIAX commentary
Jul 18, 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: 135B vs. SRIAX (21.8M). RWIEX pays higher dividends than SRIAX: RWIEX (1.46) vs SRIAX (1.38). 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 : 8.93 vs. SRIAX (-1.43). RWIEX return over 5 years is better than : 49.17 vs. SRIAX (13.14).
| 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 | 13.692 | 8.320 | 165% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 21.8M | 619,266% |
| Annual Yield % from dividends | 1.46 | 1.38 | 106% |
| Returns for 1 year | 8.93 | -1.43 | -625% |
| Returns for 3 years | 52.61 | 22.31 | 236% |
| Returns for 5 years | 49.17 | 13.14 | 374% |
| Returns for 10 years | 58.39 | -3.48 | -1,678% |
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