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RWIEX vs SRICX
RWIEX vs SRICX Comparison
Open Charts RWIEX vs SRICX
American Funds Capital World Gr&Inc R4
Price$64.83
Change+$0.18 (+0.28%)
VolumeN/A
Net Assets124.44B
RWIEX vs SRICX Comparison Chart
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RWIEX vs. SRICX commentary
May 09, 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: 124B vs. SRICX (21.2M). SRICX (1.69) and RWIEX (1.61) 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 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 : 2.26 vs. SRICX (-3.72). RWIEX return over 5 years is better than : 50.71 vs. SRICX (15.52).
| 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 | 2.642 | 1.104 | 239% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 124B | 21.2M | 584,906% |
| Annual Yield % from dividends | 1.61 | 1.69 | 95% |
| Returns for 1 year | 2.26 | -3.72 | -61% |
| Returns for 3 years | 30.78 | 8.87 | 347% |
| Returns for 5 years | 50.71 | 15.52 | 327% |
| Returns for 10 years | 40.97 | -16.53 | -248% |