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RWIEX vs SRIDX
RWIEX vs SRIDX Comparison
Open Charts RWIEX vs SRIDX
American Funds Capital World Gr&Inc R4
Price$65.25
Change-$4.68 (-6.69%)
VolumeN/A
CapitalizationN/A
RWIEX vs SRIDX Comparison Chart
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RWIEX vs. SRIDX 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 SRIDX is a Hold.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 130B vs. SRIDX (23.7M). RWIEX pays higher dividends than SRIDX: RWIEX (1.68) vs SRIDX (1.18). RWIEX was incepted earlier than SRIDX: RWIEX (22 years) vs SRIDX (18 years). RWIEX is a more actively managed with annual turnover of: 27.00 vs. SRIDX (25.00). RWIEX has a lower initial minimum investment than SRIDX: RWIEX (250) vs SRIDX (100000). RWIEX annual gain was more profitable for investors over the last year : 12.05 vs. SRIDX (5.56). RWIEX return over 5 years is better than : 32.50 vs. SRIDX (2.84).
| RWIEX | SRIDX | RWIEX / SRIDX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 18 years | - |
| Gain YTD | 10.464 | 3.772 | 277% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 130B | 23.7M | 548,523% |
| Annual Yield % from dividends | 1.68 | 1.18 | 143% |
| Returns for 1 year | 12.05 | 5.56 | 217% |
| Returns for 3 years | 9.96 | -7.78 | -128% |
| Returns for 5 years | 32.50 | 2.84 | 1,144% |
| Returns for 10 years | 47.77 | -3.15 | -1,515% |
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