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RWIEX vs SRIDX
RWIEX vs SRIDX Comparison
Open Charts RWIEX vs SRIDX
American Funds Capital World Gr&Inc R4
Price$66.09
Change-$0.88 (-1.31%)
VolumeN/A
Net Assets128.43B
RWIEX vs SRIDX Comparison Chart
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RWIEX vs. SRIDX commentary
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 128B vs. SRIDX (23.1M). RWIEX pays higher dividends than SRIDX: RWIEX (1.68) vs SRIDX (1.18). RWIEX was incepted earlier than SRIDX: RWIEX (23 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 (1000). RWIEX annual gain was more profitable for investors over the last year : 7.09 vs. SRIDX (3.18). RWIEX return over 5 years is better than : 32.66 vs. SRIDX (2.77).
| RWIEX | SRIDX | RWIEX / SRIDX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 18 years | - |
| Gain YTD | 4.325 | 4.700 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 23.1M | 554,113% |
| Annual Yield % from dividends | 1.68 | 1.18 | 143% |
| Returns for 1 year | 7.09 | 3.18 | 223% |
| Returns for 3 years | 16.55 | 0.54 | 3,067% |
| Returns for 5 years | 32.66 | 2.77 | 1,180% |
| Returns for 10 years | 44.62 | -2.96 | -1,510% |
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