Interact to see
Advertisement
Advertisement
RWIEX vs SRIGX
RWIEX vs SRIGX Comparison
Open Charts RWIEX vs SRIGX
American Funds Capital World Gr&Inc R4
Price$71.37
Change+$0.45 (+0.63%)
VolumeN/A
Net Assets135.98B
RWIEX vs SRIGX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
RWIEX vs. SRIGX commentary
Jul 07, 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: 136B vs. SRIGX (22.2M). RWIEX pays higher dividends than SRIGX: RWIEX (1.46) vs SRIGX (1.38). RWIEX was incepted earlier than SRIGX: RWIEX (23 years) vs SRIGX (18 years). SRIGX (2.57) 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 : 9.34 vs. SRIGX (4.52). RWIEX return over 5 years is better than : 52.95 vs. SRIGX (20.32).
| RWIEX | SRIGX | RWIEX / SRIGX | |
| Total Expense Ratio | 0.76 | 0.90 | 84% |
| Annual Report Gross Expense Ratio | 0.76 | 2.57 | 30% |
| Fund Existence | 23 years | 18 years | - |
| Gain YTD | 13.565 | 9.984 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 22.2M | 612,613% |
| Annual Yield % from dividends | 1.46 | 1.38 | 106% |
| Returns for 1 year | 9.34 | 4.52 | 207% |
| Returns for 3 years | 50.20 | 23.11 | 217% |
| Returns for 5 years | 52.95 | 20.32 | 261% |
| Returns for 10 years | 62.87 | -0.80 | -7,854% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement