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RWIEX vs SRIDX
RWIEX vs SRIDX Comparison
Open Charts RWIEX vs SRIDX
American Funds Capital World Gr&Inc R4
Price$72.28
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets137.3B
RWIEX vs SRIDX Comparison Chart in %
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RWIEX vs. SRIDX commentary
Jul 27, 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 (22.2M). RWIEX pays higher dividends than SRIDX: RWIEX (1.46) vs SRIDX (1.33). 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 : 13.78 vs. SRIDX (3.44). RWIEX return over 5 years is better than : 51.20 vs. SRIDX (16.52).
| 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 | 15.013 | 10.709 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 22.2M | 617,117% |
| Annual Yield % from dividends | 1.46 | 1.33 | 110% |
| Returns for 1 year | 13.78 | 3.44 | 400% |
| Returns for 3 years | 50.99 | 21.23 | 240% |
| Returns for 5 years | 51.20 | 16.52 | 310% |
| Returns for 10 years | 63.09 | 2.61 | 2,413% |
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