RWIHX
Price
$62.67
Change
-$0.17 (-0.27%)
Updated
Feb 26, 6:59 PM EST
SRIDX
Price
$13.40
Change
+$0.15 (+1.13%)
Updated
Feb 26, 6:59 PM EST
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Compare predictions RWIHX vs SRIDX

Header iconRWIHX vs SRIDX Comparison
Open Charts RWIHX vs SRIDXBanner chart's image
American Funds Capital World Gr&Inc R5E
Price$62.67
Change-$0.17 (-0.27%)
VolumeN/A
CapitalizationN/A
Gabelli SRI I
Price$13.40
Change+$0.15 (+1.13%)
VolumeN/A
CapitalizationN/A
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RWIHX vs SRIDX Comparison Chart

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VS
RWIHX vs. SRIDX commentary
Feb 27, 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 Hold and SRIDX is a Buy.

FUNDAMENTALS
Fundamentals
RWIHX has more cash in the bank: 122B vs. SRIDX (23.7M). RWIHX pays higher dividends than SRIDX: RWIHX (1.99) vs SRIDX (1.26). RWIHX was incepted earlier than SRIDX: RWIHX (8 years) vs SRIDX (17 years). SRIDX (1.94) is less costly to investors than RWIHX (0.56). 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 return over 5 years is better than : 41.56 vs. SRIDX (-6.29).
RWIHXSRIDXRWIHX / SRIDX
Total Expense Ratio0.560.9062%
Annual Report Gross Expense Ratio0.561.9429%
Fund Existence8 years17 years-
Gain YTD4.4852.998150%
Front LoadN/AN/A-
Min. Initial Investment2501000000%
Min. Initial Investment IRAN/AN/A-
Net Assets122B23.7M514,768%
Annual Yield % from dividends1.991.26158%
Returns for 1 year21.15N/A-
Returns for 3 years10.46N/A-
Returns for 5 years41.56-6.29-660%
Returns for 10 yearsN/A8.65-
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