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RWIEX vs SRIDX
RWIEX vs SRIDX Comparison
Open Charts RWIEX vs SRIDX
American Funds Capital World Gr&Inc R4
Price$71.37
Change+$0.45 (+0.63%)
VolumeN/A
Net Assets135.98B
RWIEX vs SRIDX Comparison Chart in %
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RWIEX vs. SRIDX commentary
Jul 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 SRIDX is a Buy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 136B vs. SRIDX (22.2M). RWIEX pays higher dividends than SRIDX: RWIEX (1.46) vs SRIDX (1.33). 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 : 9.34 vs. SRIDX (4.50). RWIEX return over 5 years is better than : 52.95 vs. SRIDX (21.03).
| 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 | 13.565 | 10.015 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 22.2M | 612,613% |
| Annual Yield % from dividends | 1.46 | 1.33 | 110% |
| Returns for 1 year | 9.34 | 4.50 | 207% |
| Returns for 3 years | 50.20 | 23.05 | 218% |
| Returns for 5 years | 52.95 | 21.03 | 252% |
| Returns for 10 years | 62.87 | 1.64 | 3,844% |
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