Ad is loading...
RWIEX vs SRIDX
RWIEX vs SRIDX Comparison
Open Charts RWIEX vs SRIDX
American Funds Capital World Gr&Inc R4
Price$64.83
Change+$0.18 (+0.28%)
VolumeN/A
Net Assets124.44B
RWIEX vs SRIDX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
RWIEX vs. SRIDX 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 SRIDX is a Buy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 124B vs. SRIDX (21.2M). RWIEX pays higher dividends than SRIDX: RWIEX (1.61) vs SRIDX (1.42). RWIEX was incepted earlier than SRIDX: RWIEX (23 years) vs SRIDX (18 years). SRIDX (2.34) 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 : 2.26 vs. SRIDX (-3.71). RWIEX return over 5 years is better than : 50.71 vs. SRIDX (19.16).
| RWIEX | SRIDX | RWIEX / SRIDX | |
| Total Expense Ratio | 0.76 | 0.90 | 84% |
| Annual Report Gross Expense Ratio | 0.76 | 2.34 | 32% |
| Fund Existence | 23 years | 18 years | - |
| Gain YTD | 2.642 | 1.079 | 245% |
| 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 | 1.42 | 114% |
| Returns for 1 year | 2.26 | -3.71 | -61% |
| Returns for 3 years | 30.78 | 8.93 | 345% |
| Returns for 5 years | 50.71 | 19.16 | 265% |
| Returns for 10 years | 40.97 | -6.50 | -631% |