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RWIEX vs SRIGX
RWIEX vs SRIGX Comparison
Open Charts RWIEX vs SRIGX
American Funds Capital World Gr&Inc R4
Price$64.95
Change+$0.12 (+0.19%)
VolumeN/A
Net Assets124.97B
RWIEX vs SRIGX Comparison Chart
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RWIEX vs. SRIGX commentary
May 12, 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 SRIGX is a Buy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 125B vs. SRIGX (21.3M). RWIEX pays higher dividends than SRIGX: RWIEX (1.61) vs SRIGX (1.47). RWIEX was incepted earlier than SRIGX: RWIEX (23 years) vs SRIGX (18 years). SRIGX (2.59) is less costly to investors than RWIEX (0.76). RWIEX is a more actively managed with annual turnover of: 27.00 vs. SRIGX (23.00). 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 : 2.20 vs. SRIGX (-3.43). RWIEX return over 5 years is better than : 50.99 vs. SRIGX (19.50).
| RWIEX | SRIGX | RWIEX / SRIGX | |
| Total Expense Ratio | 0.76 | 0.90 | 84% |
| Annual Report Gross Expense Ratio | 0.76 | 2.59 | 29% |
| Fund Existence | 23 years | 18 years | - |
| Gain YTD | 2.832 | 1.997 | 142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 21.3M | 586,854% |
| Annual Yield % from dividends | 1.61 | 1.47 | 110% |
| Returns for 1 year | 2.20 | -3.43 | -64% |
| Returns for 3 years | 30.44 | 10.22 | 298% |
| Returns for 5 years | 50.99 | 19.50 | 262% |
| Returns for 10 years | 41.81 | -7.76 | -539% |
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