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RWIEX vs SRIGX
RWIEX vs SRIGX Comparison
Open Charts RWIEX vs SRIGX
American Funds Capital World Gr&Inc R4
Price$66.13
Change+$0.55 (+0.84%)
VolumeN/A
Net Assets128.02B
RWIEX vs SRIGX Comparison Chart
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RWIEX vs. SRIGX commentary
Jan 31, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 128B vs. SRIGX (23.2M). RWIEX pays higher dividends than SRIGX: RWIEX (1.68) vs SRIGX (1.22). RWIEX was incepted earlier than SRIGX: RWIEX (23 years) vs SRIGX (18 years). RWIEX is a more actively managed with annual turnover of: 27.00 vs. SRIGX (25.00). 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 : 11.54 vs. SRIGX (5.12). RWIEX return over 5 years is better than : 36.03 vs. SRIGX (4.07).
| RWIEX | SRIGX | RWIEX / SRIGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 18 years | - |
| Gain YTD | 4.388 | 4.153 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 23.2M | 551,724% |
| Annual Yield % from dividends | 1.68 | 1.22 | 138% |
| Returns for 1 year | 11.54 | 5.12 | 226% |
| Returns for 3 years | 13.31 | -3.51 | -379% |
| Returns for 5 years | 36.03 | 4.07 | 885% |
| Returns for 10 years | 50.04 | -1.79 | -2,796% |
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