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RWIHX vs SRIAX
RWIHX vs SRIAX Comparison
Open Charts RWIHX vs SRIAX
American Funds Capital World Gr&Inc R5E
Price$63.52
Change+$0.33 (+0.52%)
VolumeN/A
CapitalizationN/A
RWIHX vs SRIAX Comparison Chart
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RWIHX vs. SRIAX commentary
Dec 23, 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 Buy and SRIAX is a Hold.
FUNDAMENTALS
Fundamentals
RWIHX has more cash in the bank: 125B vs. SRIAX (23M). RWIHX pays higher dividends than SRIAX: RWIHX (1.86) vs SRIAX (1.22). RWIHX was incepted earlier than SRIAX: RWIHX (9 years) vs SRIAX (18 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 : 8.84 vs. SRIAX (2.56). RWIHX return over 5 years is better than : 29.56 vs. SRIAX (-0.74).
| RWIHX | SRIAX | RWIHX / SRIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 18 years | - |
| Gain YTD | 7.875 | 1.329 | 593% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 23M | 543,478% |
| Annual Yield % from dividends | 1.86 | 1.22 | 152% |
| Returns for 1 year | 8.84 | 2.56 | 346% |
| Returns for 3 years | 6.70 | -10.33 | -65% |
| Returns for 5 years | 29.56 | -0.74 | -3,989% |
| Returns for 10 years | N/A | -8.94 | - |
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