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RWBEX vs SRIAX
RWBEX vs SRIAX Comparison
Open Charts RWBEX vs SRIAX
American Funds Capital World Gr&Inc R2E
Price$71.63
Change+$0.08 (+0.11%)
VolumeN/A
Net Assets142.32B
RWBEX vs SRIAX Comparison Chart in %
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RWBEX vs. SRIAX commentary
Dec 27, 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 Hold and SRIAX is a Hold.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 142B vs. SRIAX (22.9M). RWBEX pays higher dividends than SRIAX: RWBEX (0.97) vs SRIAX (0.00). RWBEX was incepted earlier than SRIAX: RWBEX (11 years) vs SRIAX (19 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). SRIAX annual gain was more profitable for investors over the last year : 17.48 vs. RWBEX (12.00). RWBEX return over 5 years is better than : 28.98 vs. SRIAX (12.56).
| 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 | 19 years | - |
| Gain YTD | 14.050 | 18.800 | 75% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 22.9M | 620,087% |
| Annual Yield % from dividends | 0.97 | 0.00 | - |
| Returns for 1 year | 12.00 | 17.48 | 69% |
| Returns for 3 years | 44.34 | 30.63 | 145% |
| Returns for 5 years | 28.98 | 12.56 | 231% |
| Returns for 10 years | 70.43 | 13.20 | 534% |
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