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RWIHX vs SRIDX
RWIHX vs SRIDX Comparison
Open Charts RWIHX vs SRIDX
American Funds Capital World Gr&Inc R5E
Price$65.01
Change+$0.12 (+0.18%)
VolumeN/A
Net Assets124.97B
RWIHX vs SRIDX Comparison Chart
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RWIHX vs. SRIDX commentary
May 12, 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 RWIHX is a Buy and SRIDX is a Buy.
FUNDAMENTALS
Fundamentals
RWIHX has more cash in the bank: 125B vs. SRIDX (21.3M). RWIHX pays higher dividends than SRIDX: RWIHX (1.82) vs SRIDX (1.42). RWIHX was incepted earlier than SRIDX: RWIHX (9 years) vs SRIDX (18 years). SRIDX (2.34) is less costly to investors than RWIHX (0.56). RWIHX is a more actively managed with annual turnover of: 27.00 vs. SRIDX (23.00). RWIHX has a lower initial minimum investment than SRIDX: RWIHX (250) vs SRIDX (1000). RWIHX annual gain was more profitable for investors over the last year : 2.40 vs. SRIDX (-3.38). RWIHX return over 5 years is better than : 51.99 vs. SRIDX (20.34).
| RWIHX | SRIDX | RWIHX / SRIDX | |
| Total Expense Ratio | 0.56 | 0.90 | 62% |
| Annual Report Gross Expense Ratio | 0.56 | 2.34 | 24% |
| Fund Existence | 9 years | 18 years | - |
| Gain YTD | 2.900 | 2.080 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 21.3M | 586,854% |
| Annual Yield % from dividends | 1.82 | 1.42 | 128% |
| Returns for 1 year | 2.40 | -3.38 | -71% |
| Returns for 3 years | 31.02 | 10.27 | 302% |
| Returns for 5 years | 51.99 | 20.34 | 256% |
| Returns for 10 years | N/A | -5.38 | - |
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