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RWIEX vs SRICX
RWIEX vs SRICX Comparison
Open Charts RWIEX vs SRICX
American Funds Capital World Gr&Inc R4
Price$60.66
Change+$1.10 (+1.85%)
VolumeN/A
Net Assets115.05B
RWIEX vs SRICX Comparison Chart
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RWIEX vs. SRICX commentary
Apr 12, 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 Buy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 115B vs. SRICX (20.1M). SRICX (1.68) and RWIEX (1.63) have matching dividends . RWIEX was incepted earlier than SRICX: RWIEX (23 years) vs SRICX (18 years). SRICX (3.34) is less costly to investors than RWIEX (0.76). RWIEX (27.00) and SRICX (27.00) have comparable annual turnover. 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 : -4.20 vs. SRICX (-8.29). RWIEX return over 5 years is better than : 47.10 vs. SRICX (11.65).
| RWIEX | SRICX | RWIEX / SRICX | |
| Total Expense Ratio | 0.76 | 0.90 | 84% |
| Annual Report Gross Expense Ratio | 0.76 | 3.34 | 23% |
| Fund Existence | 23 years | 18 years | - |
| Gain YTD | -3.960 | -5.520 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 115B | 20.1M | 572,139% |
| Annual Yield % from dividends | 1.63 | 1.68 | 97% |
| Returns for 1 year | -4.20 | -8.29 | 51% |
| Returns for 3 years | 10.63 | -6.76 | -157% |
| Returns for 5 years | 47.10 | 11.65 | 404% |
| Returns for 10 years | 32.61 | -22.44 | -145% |
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