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RWIEX vs SRIGX
RWIEX vs SRIGX Comparison
Open Charts RWIEX vs SRIGX
American Funds Capital World Gr&Inc R4
Price$68.62
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets130.86B
RWIEX vs SRIGX Comparison Chart
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RWIEX vs. SRIGX commentary
Jun 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 Buy and SRIGX is a Buy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 131B vs. SRIGX (21.4M). RWIEX pays higher dividends than SRIGX: RWIEX (1.53) vs SRIGX (1.42). 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 : 6.13 vs. SRIGX (-1.15). RWIEX return over 5 years is better than : 45.35 vs. SRIGX (10.65).
| 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 | 8.642 | 5.032 | 172% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 21.4M | 612,150% |
| Annual Yield % from dividends | 1.53 | 1.42 | 108% |
| Returns for 1 year | 6.13 | -1.15 | -534% |
| Returns for 3 years | 29.48 | 7.73 | 381% |
| Returns for 5 years | 45.35 | 10.65 | 426% |
| Returns for 10 years | 52.30 | -5.14 | -1,017% |
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