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RWIEX vs SRICX
RWIEX vs SRICX Comparison
Open Charts RWIEX vs SRICX
American Funds Capital World Gr&Inc R4
Price$75.88
Change+$0.34 (+0.45%)
VolumeN/A
Net Assets142.48B
RWIEX vs SRICX Comparison Chart in %
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RWIEX vs. SRICX commentary
Oct 06, 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: 142B vs. SRICX (22.6M). SRICX pays higher dividends than RWIEX: SRICX (1.52) vs RWIEX (1.38). 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 : 13.05 vs. SRICX (2.95). RWIEX return over 5 years is better than : 56.13 vs. SRICX (13.53).
| 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 | 21.055 | 13.891 | 152% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 22.6M | 628,319% |
| Annual Yield % from dividends | 1.38 | 1.52 | 91% |
| Returns for 1 year | 13.05 | 2.95 | 442% |
| Returns for 3 years | 64.00 | 30.61 | 209% |
| Returns for 5 years | 56.13 | 13.53 | 415% |
| Returns for 10 years | 83.02 | -1.46 | -5,671% |
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