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RWIEX vs SRIDX
RWIEX vs SRIDX Comparison
Open Charts RWIEX vs SRIDX
American Funds Capital World Gr&Inc R4
Price$60.81
Change+$0.11 (+0.18%)
VolumeN/A
Net Assets117.17B
RWIEX vs SRIDX Comparison Chart
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RWIEX vs. SRIDX commentary
Apr 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 Buy and SRIDX is a Buy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 117B vs. SRIDX (20.2M). RWIEX pays higher dividends than SRIDX: RWIEX (1.63) vs SRIDX (1.41). 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 (27.00) and SRIDX (27.00) have comparable annual turnover. 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 : -0.93 vs. SRIDX (-4.56). RWIEX return over 5 years is better than : 43.64 vs. SRIDX (15.55).
| 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 | -3.723 | -4.237 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117B | 20.2M | 579,208% |
| Annual Yield % from dividends | 1.63 | 1.41 | 116% |
| Returns for 1 year | -0.93 | -4.56 | 20% |
| Returns for 3 years | 10.96 | -4.95 | -221% |
| Returns for 5 years | 43.64 | 15.55 | 281% |
| Returns for 10 years | 32.80 | -11.59 | -283% |
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