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RWIEX vs SRIDX
RWIEX vs SRIDX Comparison
Open Charts RWIEX vs SRIDX
American Funds Capital World Gr&Inc R4
Price$72.57
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets137.49B
RWIEX vs SRIDX Comparison Chart in %
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RWIEX vs. SRIDX commentary
Aug 18, 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 Buy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 137B vs. SRIDX (22.4M). RWIEX pays higher dividends than SRIDX: RWIEX (1.46) vs SRIDX (1.31). 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 : 11.43 vs. SRIDX (4.23). RWIEX return over 5 years is better than : 47.54 vs. SRIDX (13.67).
| 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 | 15.474 | 11.941 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 22.4M | 611,607% |
| Annual Yield % from dividends | 1.46 | 1.31 | 111% |
| Returns for 1 year | 11.43 | 4.23 | 270% |
| Returns for 3 years | 41.24 | 13.85 | 298% |
| Returns for 5 years | 47.54 | 13.67 | 348% |
| Returns for 10 years | 64.31 | 2.34 | 2,753% |
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