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RWIEX vs SRIDX
RWIEX vs SRIDX Comparison
Open Charts RWIEX vs SRIDX
American Funds Capital World Gr&Inc R4
Price$75.31
Change-$0.49 (-0.65%)
VolumeN/A
Net Assets141.83B
RWIEX vs SRIDX Comparison Chart in %
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RWIEX vs. SRIDX commentary
Oct 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 Hold and SRIDX is a Hold.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 142B vs. SRIDX (22.5M). RWIEX pays higher dividends than SRIDX: RWIEX (1.38) vs SRIDX (1.27). 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 : 11.26 vs. SRIDX (1.63). RWIEX return over 5 years is better than : 51.16 vs. SRIDX (11.62).
| 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 | 20.146 | 13.559 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 22.5M | 631,111% |
| Annual Yield % from dividends | 1.38 | 1.27 | 109% |
| Returns for 1 year | 11.26 | 1.63 | 689% |
| Returns for 3 years | 65.61 | 33.73 | 194% |
| Returns for 5 years | 51.16 | 11.62 | 440% |
| Returns for 10 years | 74.34 | 5.19 | 1,433% |
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