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RWIEX vs SRIDX
RWIEX vs SRIDX Comparison
Open Charts RWIEX vs SRIDX
American Funds Capital World Gr&Inc R4
Price$68.87
Change+$0.25 (+0.36%)
VolumeN/A
Net Assets130.86B
RWIEX vs SRIDX Comparison Chart
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RWIEX vs. SRIDX commentary
Jun 07, 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 SRIDX is a Buy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 131B vs. SRIDX (21.4M). RWIEX pays higher dividends than SRIDX: RWIEX (1.53) vs SRIDX (1.37). RWIEX was incepted earlier than SRIDX: RWIEX (23 years) vs SRIDX (18 years). SRIDX (2.32) is less costly to investors than RWIEX (0.76). RWIEX is a more actively managed with annual turnover of: 27.00 vs. SRIDX (23.00). RWIEX has a lower initial minimum investment than SRIDX: RWIEX (250) vs SRIDX (1000). RWIEX annual gain was more profitable for investors over the last year : 6.35 vs. SRIDX (-1.32). RWIEX return over 5 years is better than : 45.88 vs. SRIDX (11.28).
| RWIEX | SRIDX | RWIEX / SRIDX | |
| Total Expense Ratio | 0.76 | 0.90 | 84% |
| Annual Report Gross Expense Ratio | 0.76 | 2.32 | 33% |
| Fund Existence | 23 years | 18 years | - |
| Gain YTD | 9.038 | 5.008 | 180% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 21.4M | 612,150% |
| Annual Yield % from dividends | 1.53 | 1.37 | 112% |
| Returns for 1 year | 6.35 | -1.32 | -481% |
| Returns for 3 years | 29.04 | 7.12 | 408% |
| Returns for 5 years | 45.88 | 11.28 | 407% |
| Returns for 10 years | 53.09 | -2.80 | -1,897% |
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