RWIEX
Price
$72.62
Change
+$0.07 (+0.10%)
Updated
Aug 27 closing price
Net Assets
136.73B
SRIGX
Price
$14.17
Change
+$0.01 (+0.07%)
Updated
Aug 26 closing price
Net Assets
22.62M
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RWIEX vs SRIGX

Header iconRWIEX vs SRIGX Comparison
Open Charts RWIEX vs SRIGXBanner chart's image
American Funds Capital World Gr&Inc R4
Price$72.62
Change+$0.07 (+0.10%)
VolumeN/A
Net Assets136.73B
Gabelli SRI AAA
Price$14.17
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets22.62M
RWIEX vs SRIGX Comparison Chart in %
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RWIEX vs. SRIGX commentary
Aug 28, 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 StrongBuy and SRIGX is a Buy.

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FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 137B vs. SRIGX (22.6M). RWIEX pays higher dividends than SRIGX: RWIEX (1.46) vs SRIGX (1.36). 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 : 9.58 vs. SRIGX (2.86). RWIEX return over 5 years is better than : 43.57 vs. SRIGX (13.34).
RWIEXSRIGXRWIEX / SRIGX
Total Expense Ratio0.760.9084%
Annual Report Gross Expense Ratio0.762.5730%
Fund Existence23 years18 years-
Gain YTD15.55413.179118%
Front LoadN/AN/A-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets137B22.6M606,195%
Annual Yield % from dividends1.461.36107%
Returns for 1 year9.582.86335%
Returns for 3 years48.0322.81211%
Returns for 5 years43.5713.34327%
Returns for 10 years72.486.051,197%
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