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RWIEX vs SRIAX
RWIEX vs SRIAX Comparison
Open Charts RWIEX vs SRIAX
American Funds Capital World Gr&Inc R4
Price$60.81
Change+$0.11 (+0.18%)
VolumeN/A
Net Assets117.17B
RWIEX vs SRIAX Comparison Chart
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RWIEX vs. SRIAX commentary
Apr 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: 117B vs. SRIAX (20.2M). RWIEX pays higher dividends than SRIAX: RWIEX (1.63) vs SRIAX (1.46). RWIEX was incepted earlier than SRIAX: RWIEX (23 years) vs SRIAX (18 years). SRIAX (2.59) is less costly to investors than RWIEX (0.76). RWIEX (27.00) and SRIAX (27.00) have comparable annual turnover. 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 : -0.93 vs. SRIAX (-4.57). RWIEX return over 5 years is better than : 43.64 vs. SRIAX (14.83).
| RWIEX | SRIAX | RWIEX / SRIAX | |
| Total Expense Ratio | 0.76 | 0.90 | 84% |
| Annual Report Gross Expense Ratio | 0.76 | 2.59 | 29% |
| Fund Existence | 23 years | 18 years | - |
| Gain YTD | -3.723 | -4.240 | 88% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117B | 20.2M | 579,208% |
| Annual Yield % from dividends | 1.63 | 1.46 | 111% |
| Returns for 1 year | -0.93 | -4.57 | 20% |
| Returns for 3 years | 10.96 | -4.91 | -223% |
| Returns for 5 years | 43.64 | 14.83 | 294% |
| Returns for 10 years | 32.80 | -13.82 | -237% |
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