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RWIEX vs SRIAX
RWIEX vs SRIAX Comparison
Open Charts RWIEX vs SRIAX
American Funds Capital World Gr&Inc R4
Price$66.09
Change-$0.88 (-1.31%)
VolumeN/A
Net Assets128.43B
RWIEX vs SRIAX Comparison Chart
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RWIEX vs. SRIAX commentary
Feb 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 128B 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 : 7.09 vs. SRIAX (3.22). RWIEX return over 5 years is better than : 32.66 vs. SRIAX (2.11).
| 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 | 4.325 | 4.720 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 23.1M | 554,113% |
| Annual Yield % from dividends | 1.68 | 1.22 | 138% |
| Returns for 1 year | 7.09 | 3.22 | 220% |
| Returns for 3 years | 16.55 | 0.56 | 2,953% |
| Returns for 5 years | 32.66 | 2.11 | 1,546% |
| Returns for 10 years | 44.62 | -5.37 | -830% |
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