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RWIHX vs SRIDX
RWIHX vs SRIDX Comparison
Open Charts RWIHX vs SRIDX
American Funds Capital World Gr&Inc R5E
Price$66.19
Change+$0.55 (+0.84%)
VolumeN/A
Net Assets128.02B
RWIHX vs SRIDX Comparison Chart
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RWIHX vs. SRIDX commentary
Jan 31, 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 StrongBuy and SRIDX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIHX has more cash in the bank: 128B vs. SRIDX (23.2M). RWIHX pays higher dividends than SRIDX: RWIHX (1.86) vs SRIDX (1.18). RWIHX was incepted earlier than SRIDX: RWIHX (9 years) vs SRIDX (18 years). RWIHX is a more actively managed with annual turnover of: 27.00 vs. SRIDX (25.00). RWIHX has a lower initial minimum investment than SRIDX: RWIHX (250) vs SRIDX (100000). RWIHX annual gain was more profitable for investors over the last year : 11.78 vs. SRIDX (5.09). RWIHX return over 5 years is better than : 36.82 vs. SRIDX (4.69).
| RWIHX | SRIDX | RWIHX / SRIDX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 18 years | - |
| Gain YTD | 4.401 | 4.160 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 23.2M | 551,724% |
| Annual Yield % from dividends | 1.86 | 1.18 | 158% |
| Returns for 1 year | 11.78 | 5.09 | 231% |
| Returns for 3 years | 13.75 | -3.53 | -390% |
| Returns for 5 years | 36.82 | 4.69 | 785% |
| Returns for 10 years | N/A | 0.67 | - |
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