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RWIEX vs SRICX
RWIEX vs SRICX Comparison
Open Charts RWIEX vs SRICX
American Funds Capital World Gr&Inc R4
Price$64.66
Change+$0.47 (+0.73%)
VolumeN/A
Net Assets126.7B
RWIEX vs SRICX Comparison Chart
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RWIEX vs. SRICX commentary
Jan 19, 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 SRICX is a Hold.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 127B vs. SRICX (22.9M). RWIEX pays higher dividends than SRICX: RWIEX (1.68) vs SRICX (1.40). RWIEX was incepted earlier than SRICX: RWIEX (23 years) vs SRICX (18 years). RWIEX is a more actively managed with annual turnover of: 27.00 vs. SRICX (25.00). RWIEX has a lower initial minimum investment than SRICX: RWIEX (250) vs SRICX (1000). RWIEX annual gain was more profitable for investors over the last year : 10.94 vs. SRICX (4.64). RWIEX return over 5 years is better than : 27.76 vs. SRICX (-3.24).
| RWIEX | SRICX | RWIEX / SRICX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 18 years | - |
| Gain YTD | 2.068 | 1.932 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 127B | 22.9M | 554,585% |
| Annual Yield % from dividends | 1.68 | 1.40 | 120% |
| Returns for 1 year | 10.94 | 4.64 | 236% |
| Returns for 3 years | 8.62 | -8.25 | -104% |
| Returns for 5 years | 27.76 | -3.24 | -856% |
| Returns for 10 years | 47.94 | -11.94 | -402% |
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