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RWIEX vs SRIGX
RWIEX vs SRIGX Comparison
Open Charts RWIEX vs SRIGX
American Funds Capital World Gr&Inc R4
Price$60.66
Change+$1.10 (+1.85%)
VolumeN/A
Net Assets115.05B
RWIEX vs SRIGX Comparison Chart
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RWIEX vs. SRIGX commentary
Apr 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 Hold and SRIGX is a Hold.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 115B vs. SRIGX (20.1M). RWIEX pays higher dividends than SRIGX: RWIEX (1.63) vs SRIGX (1.46). 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 (27.00) and SRIGX (27.00) have comparable annual turnover. 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 : -4.20 vs. SRIGX (-8.37). RWIEX return over 5 years is better than : 47.10 vs. SRIGX (14.42).
| 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 | -3.960 | -5.671 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 115B | 20.1M | 572,139% |
| Annual Yield % from dividends | 1.63 | 1.46 | 112% |
| Returns for 1 year | -4.20 | -8.37 | 50% |
| Returns for 3 years | 10.63 | -6.75 | -157% |
| Returns for 5 years | 47.10 | 14.42 | 327% |
| Returns for 10 years | 32.61 | -15.32 | -213% |