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RWIEX vs SRIDX
RWIEX vs SRIDX Comparison
Open Charts RWIEX vs SRIDX
American Funds Capital World Gr&Inc R4
Price$64.66
Change+$0.47 (+0.73%)
VolumeN/A
Net Assets126.7B
RWIEX vs SRIDX Comparison Chart
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RWIEX vs. SRIDX commentary
Jan 19, 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: 127B vs. SRIDX (22.9M). 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 (100000). RWIEX annual gain was more profitable for investors over the last year : 10.94 vs. SRIDX (4.21). RWIEX return over 5 years is better than : 27.76 vs. SRIDX (-0.69).
| 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 | 2.068 | 1.387 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 127B | 22.9M | 554,585% |
| Annual Yield % from dividends | 1.68 | 1.18 | 143% |
| Returns for 1 year | 10.94 | 4.21 | 260% |
| Returns for 3 years | 8.62 | -8.65 | -100% |
| Returns for 5 years | 27.76 | -0.69 | -3,996% |
| Returns for 10 years | 47.94 | -1.53 | -3,129% |
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