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RWIHX vs SRIAX
RWIHX vs SRIAX Comparison
Open Charts RWIHX vs SRIAX
American Funds Capital World Gr&Inc R5E
Price$67.71
Change-$0.15 (-0.22%)
VolumeN/A
CapitalizationN/A
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RWIHX vs SRIAX Comparison Chart
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RWIHX vs. SRIAX commentary
Sep 22, 2024
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 RWIHX is a StrongBuy and SRIAX is a Buy.
FUNDAMENTALS
Fundamentals
RWIHX has more cash in the bank: 128B vs. SRIAX (24.4M). RWIHX pays higher dividends than SRIAX: RWIHX (1.86) vs SRIAX (1.22). RWIHX was incepted earlier than SRIAX: RWIHX (9 years) vs SRIAX (17 years). RWIHX is a more actively managed with annual turnover of: 27.00 vs. SRIAX (25.00). RWIHX has a lower initial minimum investment than SRIAX: RWIHX (250) vs SRIAX (1000). RWIHX annual gain was more profitable for investors over the last year : 24.96 vs. SRIAX (19.34). RWIHX return over 5 years is better than : 46.52 vs. SRIAX (0.30).
| RWIHX | SRIAX | RWIHX / SRIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 17 years | - |
| Gain YTD | 14.346 | 12.610 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 24.4M | 524,590% |
| Annual Yield % from dividends | 1.86 | 1.22 | 152% |
| Returns for 1 year | 24.96 | 19.34 | 129% |
| Returns for 3 years | 9.49 | -10.07 | -94% |
| Returns for 5 years | 46.52 | 0.30 | 15,621% |
| Returns for 10 years | N/A | 8.21 | - |
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