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RWIEX vs SRICX
RWIEX vs SRICX Comparison
Open Charts RWIEX vs SRICX
American Funds Capital World Gr&Inc R4
Price$72.98
Change+$0.36 (+0.50%)
VolumeN/A
Net Assets136.73B
RWIEX vs SRICX Comparison Chart in %
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RWIEX vs. SRICX commentary
Aug 30, 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 Buy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 137B vs. SRICX (22.6M). SRICX pays higher dividends than RWIEX: SRICX (1.57) vs RWIEX (1.46). RWIEX was incepted earlier than SRICX: RWIEX (23 years) vs SRICX (18 years). SRICX (3.33) is less costly to investors than RWIEX (0.76). RWIEX is a more actively managed with annual turnover of: 27.00 vs. SRICX (23.00). 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 : 10.64 vs. SRICX (3.13). RWIEX return over 5 years is better than : 44.28 vs. SRICX (9.99).
| RWIEX | SRICX | RWIEX / SRICX | |
| Total Expense Ratio | 0.76 | 0.90 | 84% |
| Annual Report Gross Expense Ratio | 0.76 | 3.33 | 23% |
| Fund Existence | 23 years | 18 years | - |
| Gain YTD | 16.127 | 13.339 | 121% |
| Front Load | N/A | N/A | - |
| 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 | 1.46 | 1.57 | 93% |
| Returns for 1 year | 10.64 | 3.13 | 340% |
| Returns for 3 years | 49.55 | 23.55 | 210% |
| Returns for 5 years | 44.28 | 9.99 | 443% |
| Returns for 10 years | 74.70 | -2.23 | -3,350% |
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