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RWIEX vs SRIAX
RWIEX vs SRIAX Comparison
Open Charts RWIEX vs SRIAX
American Funds Capital World Gr&Inc R4
Price$63.48
Change+$0.33 (+0.52%)
VolumeN/A
CapitalizationN/A
RWIEX vs SRIAX Comparison Chart
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RWIEX vs. SRIAX commentary
Dec 23, 2024
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 Hold.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 125B vs. SRIAX (23M). 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 : 8.62 vs. SRIAX (2.56). RWIEX return over 5 years is better than : 28.82 vs. SRIAX (-0.74).
| 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 | 7.662 | 1.329 | 577% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 23M | 543,478% |
| Annual Yield % from dividends | 1.68 | 1.22 | 138% |
| Returns for 1 year | 8.62 | 2.56 | 337% |
| Returns for 3 years | 6.27 | -10.33 | -61% |
| Returns for 5 years | 28.82 | -0.74 | -3,890% |
| Returns for 10 years | 44.27 | -8.94 | -495% |
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