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RWBEX vs SRIAX
RWBEX vs SRIAX Comparison
Open Charts RWBEX vs SRIAX
American Funds Capital World Gr&Inc R2E
Price$71.27
Change+$0.45 (+0.64%)
VolumeN/A
Net Assets135.98B
RWBEX vs SRIAX Comparison Chart in %
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RWBEX vs. SRIAX commentary
Jul 07, 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 RWBEX is a Buy and SRIAX is a Buy.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 136B vs. SRIAX (22.2M). SRIAX pays higher dividends than RWBEX: SRIAX (1.38) vs RWBEX (1.06). RWBEX was incepted earlier than SRIAX: RWBEX (11 years) vs SRIAX (18 years). SRIAX (2.57) is less costly to investors than RWBEX (1.21). RWBEX is a more actively managed with annual turnover of: 27.00 vs. SRIAX (23.00). RWBEX has a lower initial minimum investment than SRIAX: RWBEX (250) vs SRIAX (1000). RWBEX annual gain was more profitable for investors over the last year : 8.84 vs. SRIAX (4.53). RWBEX return over 5 years is better than : 50.51 vs. SRIAX (20.35).
| RWBEX | SRIAX | RWBEX / SRIAX | |
| Total Expense Ratio | 1.21 | 0.90 | 134% |
| Annual Report Gross Expense Ratio | 1.21 | 2.57 | 47% |
| Fund Existence | 11 years | 18 years | - |
| Gain YTD | 13.307 | 10.000 | 133% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 22.2M | 612,613% |
| Annual Yield % from dividends | 1.06 | 1.38 | 77% |
| Returns for 1 year | 8.84 | 4.53 | 195% |
| Returns for 3 years | 48.49 | 23.04 | 210% |
| Returns for 5 years | 50.51 | 20.35 | 248% |
| Returns for 10 years | 59.94 | -0.87 | -6,907% |
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