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RWIEX vs SRICX
RWIEX vs SRICX Comparison
Open Charts RWIEX vs SRICX
American Funds Capital World Gr&Inc R4
Price$63.45
Change-$1.80 (-2.76%)
VolumeN/A
CapitalizationN/A
RWIEX vs SRICX Comparison Chart
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RWIEX vs. SRICX commentary
Dec 19, 2024
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: 121B vs. SRICX (23.6M). RWIEX pays higher dividends than SRICX: RWIEX (1.68) vs SRICX (1.40). RWIEX was incepted earlier than SRICX: RWIEX (22 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 : 8.44 vs. SRICX (4.72). RWIEX return over 5 years is better than : 28.76 vs. SRICX (-0.78).
| RWIEX | SRICX | RWIEX / SRICX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 18 years | - |
| Gain YTD | 7.611 | 3.758 | 203% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 23.6M | 512,712% |
| Annual Yield % from dividends | 1.68 | 1.40 | 120% |
| Returns for 1 year | 8.44 | 4.72 | 179% |
| Returns for 3 years | 7.12 | -7.87 | -90% |
| Returns for 5 years | 28.76 | -0.78 | -3,706% |
| Returns for 10 years | 43.96 | -13.84 | -317% |
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