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RWIEX vs SRIGX
RWIEX vs SRIGX Comparison
Open Charts RWIEX vs SRIGX
American Funds Capital World Gr&Inc R4
Price$76.10
Change+$0.48 (+0.63%)
VolumeN/A
Net Assets141.87B
RWIEX vs SRIGX Comparison Chart in %
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RWIEX vs. SRIGX commentary
Oct 09, 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 Hold.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 142B vs. SRIGX (22.4M). RWIEX (1.38) and SRIGX (1.32) have matching dividends . 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 : 12.77 vs. SRIGX (1.84). RWIEX return over 5 years is better than : 51.89 vs. SRIGX (10.86).
| 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 | 21.406 | 13.019 | 164% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 22.4M | 633,929% |
| Annual Yield % from dividends | 1.38 | 1.32 | 105% |
| Returns for 1 year | 12.77 | 1.84 | 694% |
| Returns for 3 years | 70.27 | 35.77 | 196% |
| Returns for 5 years | 51.89 | 10.86 | 478% |
| Returns for 10 years | 79.80 | 4.17 | 1,915% |
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