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RWIEX vs SRIDX
RWIEX vs SRIDX Comparison
Open Charts RWIEX vs SRIDX
American Funds Capital World Gr&Inc R4
Price$73.02
Change+$0.34 (+0.47%)
VolumeN/A
Net Assets137.57B
RWIEX vs SRIDX Comparison Chart in %
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RWIEX vs. SRIDX commentary
Sep 08, 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 StrongBuy and SRIDX is a Hold.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 138B vs. SRIDX (22.5M). RWIEX pays higher dividends than SRIDX: RWIEX (1.43) vs SRIDX (1.28). 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 : 13.16 vs. SRIDX (3.77). RWIEX return over 5 years is better than : 47.13 vs. SRIDX (14.54).
| 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 | 16.190 | 12.635 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138B | 22.5M | 613,333% |
| Annual Yield % from dividends | 1.43 | 1.28 | 112% |
| Returns for 1 year | 13.16 | 3.77 | 349% |
| Returns for 3 years | 54.08 | 26.08 | 207% |
| Returns for 5 years | 47.13 | 14.54 | 324% |
| Returns for 10 years | 75.67 | 8.79 | 861% |
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