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RWIEX vs SRIAX
RWIEX vs SRIAX Comparison
Open Charts RWIEX vs SRIAX
American Funds Capital World Gr&Inc R4
Price$65.84
Change+$0.21 (+0.32%)
VolumeN/A
Net Assets128.53B
RWIEX vs SRIAX Comparison Chart
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RWIEX vs. SRIAX commentary
Jan 23, 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: 129B vs. SRIAX (23.1M). RWIEX pays higher dividends than SRIAX: RWIEX (1.68) vs SRIAX (1.22). RWIEX was incepted earlier than SRIAX: RWIEX (23 years) vs SRIAX (18 years). RWIEX is a more actively managed with annual turnover of: 27.00 vs. SRIAX (25.00). 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 : 11.83 vs. SRIAX (5.06). RWIEX return over 5 years is better than : 31.45 vs. SRIAX (1.46).
| RWIEX | SRIAX | RWIEX / SRIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 18 years | - |
| Gain YTD | 3.931 | 3.520 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 129B | 23.1M | 558,442% |
| Annual Yield % from dividends | 1.68 | 1.22 | 138% |
| Returns for 1 year | 11.83 | 5.06 | 234% |
| Returns for 3 years | 13.81 | -4.24 | -325% |
| Returns for 5 years | 31.45 | 1.46 | 2,154% |
| Returns for 10 years | 48.26 | -3.54 | -1,362% |
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