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RWIEX vs SRIGX
RWIEX vs SRIGX Comparison
Open Charts RWIEX vs SRIGX
American Funds Capital World Gr&Inc R4
Price$63.45
Change-$1.80 (-2.76%)
VolumeN/A
CapitalizationN/A
Gabelli SRI AAA
Price$12.50
Change-$0.34 (-2.65%)
VolumeN/A
CapitalizationN/A
RWIEX vs SRIGX Comparison Chart
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RWIEX vs. SRIGX commentary
Dec 19, 2024
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 SRIGX is a Hold.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 121B vs. SRIGX (23.6M). RWIEX pays higher dividends than SRIGX: RWIEX (1.68) vs SRIGX (1.22). RWIEX was incepted earlier than SRIGX: RWIEX (22 years) vs SRIGX (18 years). RWIEX is a more actively managed with annual turnover of: 27.00 vs. SRIGX (25.00). RWIEX has a lower initial minimum investment than SRIGX: RWIEX (250) vs SRIGX (1000). RWIEX annual gain was more profitable for investors over the last year : 12.05 vs. SRIGX (5.52). RWIEX return over 5 years is better than : 32.50 vs. SRIGX (2.24).
| RWIEX | SRIGX | RWIEX / SRIGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 18 years | - |
| Gain YTD | 10.464 | 3.751 | 279% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 23.6M | 512,712% |
| Annual Yield % from dividends | 1.68 | 1.22 | 138% |
| Returns for 1 year | 12.05 | 5.52 | 218% |
| Returns for 3 years | 9.96 | -7.85 | -127% |
| Returns for 5 years | 32.50 | 2.24 | 1,448% |
| Returns for 10 years | 47.77 | -5.67 | -842% |
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