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RWIEX vs SRICX
RWIEX vs SRICX Comparison
Open Charts RWIEX vs SRICX
American Funds Capital World Gr&Inc R4
Price$71.15
Change+$0.43 (+0.61%)
VolumeN/A
Net Assets135.09B
RWIEX vs SRICX Comparison Chart in %
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RWIEX vs. SRICX commentary
Aug 08, 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: 135B vs. SRICX (21.8M). 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 : 15.77 vs. SRICX (5.01). RWIEX return over 5 years is better than : 45.93 vs. SRICX (7.39).
| 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 | 13.215 | 8.372 | 158% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 21.8M | 619,266% |
| Annual Yield % from dividends | 1.46 | 1.57 | 93% |
| Returns for 1 year | 15.77 | 5.01 | 315% |
| Returns for 3 years | 42.89 | 13.70 | 313% |
| Returns for 5 years | 45.93 | 7.39 | 621% |
| Returns for 10 years | 60.03 | -10.66 | -563% |
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