Interact to see
Advertisement
Advertisement
RWIEX vs SRIAX
RWIEX vs SRIAX Comparison
Open Charts RWIEX vs SRIAX
American Funds Capital World Gr&Inc R4
Price$73.02
Change+$0.34 (+0.47%)
VolumeN/A
Net Assets136.94B
RWIEX vs SRIAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
RWIEX vs. SRIAX commentary
Sep 06, 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 Hold.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 137B vs. SRIAX (22.6M). RWIEX pays higher dividends than SRIAX: RWIEX (1.43) vs SRIAX (1.32). 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 : 13.16 vs. SRIAX (4.21). RWIEX return over 5 years is better than : 47.13 vs. SRIAX (14.31).
| 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 | 16.190 | 13.120 | 123% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 22.6M | 606,195% |
| Annual Yield % from dividends | 1.43 | 1.32 | 108% |
| Returns for 1 year | 13.16 | 4.21 | 313% |
| Returns for 3 years | 54.08 | 26.64 | 203% |
| Returns for 5 years | 47.13 | 14.31 | 329% |
| Returns for 10 years | 75.67 | 6.58 | 1,150% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement