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RWIEX vs SRIGX
RWIEX vs SRIGX Comparison
Open Charts RWIEX vs SRIGX
American Funds Capital World Gr&Inc R4
Price$71.15
Change+$0.43 (+0.61%)
VolumeN/A
Net Assets134.28B
RWIEX vs SRIGX Comparison Chart in %
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RWIEX vs. SRIGX commentary
Aug 07, 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 Hold.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 134B vs. SRIGX (21.7M). 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 : 15.77 vs. SRIGX (5.05). RWIEX return over 5 years is better than : 45.93 vs. SRIGX (10.11).
| 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 | 13.215 | 8.307 | 159% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 134B | 21.7M | 617,512% |
| Annual Yield % from dividends | 1.46 | 1.36 | 107% |
| Returns for 1 year | 15.77 | 5.05 | 312% |
| Returns for 3 years | 42.89 | 13.76 | 312% |
| Returns for 5 years | 45.93 | 10.11 | 454% |
| Returns for 10 years | 60.03 | -2.64 | -2,275% |
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