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RWIEX vs SRIAX
RWIEX vs SRIAX Comparison
Open Charts RWIEX vs SRIAX
American Funds Capital World Gr&Inc R4
Price$64.95
Change+$0.12 (+0.19%)
VolumeN/A
Net Assets124.77B
RWIEX vs SRIAX Comparison Chart
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RWIEX vs. SRIAX commentary
May 11, 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: 125B vs. SRIAX (21.3M). RWIEX pays higher dividends than SRIAX: RWIEX (1.61) vs SRIAX (1.47). 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 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 : 2.20 vs. SRIAX (-3.66). RWIEX return over 5 years is better than : 50.99 vs. SRIAX (19.34).
| 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 | 2.832 | 1.840 | 154% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 21.3M | 586,854% |
| Annual Yield % from dividends | 1.61 | 1.47 | 110% |
| Returns for 1 year | 2.20 | -3.66 | -60% |
| Returns for 3 years | 30.44 | 10.06 | 303% |
| Returns for 5 years | 50.99 | 19.34 | 264% |
| Returns for 10 years | 41.81 | -7.98 | -524% |