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RWIHX vs SRIAX
RWIHX vs SRIAX Comparison
Open Charts RWIHX vs SRIAX
American Funds Capital World Gr&Inc R5E
Price$67.09
Change-$0.71 (-1.05%)
VolumeN/A
CapitalizationN/A
RWIHX vs SRIAX Comparison Chart
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RWIHX vs. SRIAX commentary
Nov 18, 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 Sell and SRIAX is a StrongSell.
FUNDAMENTALS
Fundamentals
RWIHX has more cash in the bank: 125B vs. SRIAX (23.8M). 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). SRIAX (20.07) and RWIHX (19.34) have marching annual gain over last year. RWIHX return over 5 years is better than : 39.56 vs. SRIAX (-1.72).
| 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 | 13.299 | 12.929 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 23.8M | 525,210% |
| Annual Yield % from dividends | 1.86 | 1.22 | 152% |
| Returns for 1 year | 19.34 | 20.07 | 96% |
| Returns for 3 years | 3.63 | -14.60 | -25% |
| Returns for 5 years | 39.56 | -1.72 | -2,294% |
| Returns for 10 years | N/A | 3.79 | - |
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