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RWIEX vs SRIGX
RWIEX vs SRIGX Comparison
Open Charts RWIEX vs SRIGX
American Funds Capital World Gr&Inc R4
Price$74.50
Change-$0.67 (-0.89%)
VolumeN/A
Net Assets139.93B
RWIEX vs SRIGX Comparison Chart in %
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RWIEX vs. SRIGX commentary
Nov 20, 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: 140B vs. SRIGX (22M). RWIEX (1.35) 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 : 12.15 vs. SRIGX (-0.44). RWIEX return over 5 years is better than : 41.53 vs. SRIGX (4.55).
| 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 | 18.853 | 11.741 | 161% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 22M | 636,364% |
| Annual Yield % from dividends | 1.35 | 1.32 | 102% |
| Returns for 1 year | 12.15 | -0.44 | -2,747% |
| Returns for 3 years | 50.64 | 19.08 | 265% |
| Returns for 5 years | 41.53 | 4.55 | 913% |
| Returns for 10 years | 73.90 | 2.78 | 2,660% |
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