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RWIEX vs SRICX
RWIEX vs SRICX Comparison
Open Charts RWIEX vs SRICX
American Funds Capital World Gr&Inc R4
Price$68.51
Change-$0.74 (-1.07%)
VolumeN/A
Net Assets131.04B
RWIEX vs SRICX Comparison Chart
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RWIEX vs. SRICX commentary
Jun 15, 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 Buy and SRICX is a Hold.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 131B vs. SRICX (21.3M). SRICX pays higher dividends than RWIEX: SRICX (1.63) vs RWIEX (1.53). 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 : 6.32 vs. SRICX (1.27). RWIEX return over 5 years is better than : 51.75 vs. SRICX (15.87).
| 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 | 9.014 | 6.256 | 144% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 21.3M | 615,023% |
| Annual Yield % from dividends | 1.53 | 1.63 | 94% |
| Returns for 1 year | 6.32 | 1.27 | 498% |
| Returns for 3 years | 43.98 | 20.65 | 213% |
| Returns for 5 years | 51.75 | 15.87 | 326% |
| Returns for 10 years | 51.97 | -12.89 | -403% |
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