RWBEX
Price
$71.27
Change
+$0.45 (+0.64%)
Updated
Jul 3 closing price
Net Assets
135.98B
SRIAX
Price
$13.75
Change
+$0.08 (+0.59%)
Updated
Jul 3 closing price
Net Assets
22.23M
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RWBEX vs SRIAX

Header iconRWBEX vs SRIAX Comparison
Open Charts RWBEX vs SRIAXBanner chart's image
American Funds Capital World Gr&Inc R2E
Price$71.27
Change+$0.45 (+0.64%)
VolumeN/A
Net Assets135.98B
Gabelli SRI A
Price$13.75
Change+$0.08 (+0.59%)
VolumeN/A
Net Assets22.23M
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.

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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).
RWBEXSRIAXRWBEX / SRIAX
Total Expense Ratio1.210.90134%
Annual Report Gross Expense Ratio1.212.5747%
Fund Existence11 years18 years-
Gain YTD13.30710.000133%
Front LoadN/A6%-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets136B22.2M612,613%
Annual Yield % from dividends1.061.3877%
Returns for 1 year8.844.53195%
Returns for 3 years48.4923.04210%
Returns for 5 years50.5120.35248%
Returns for 10 years59.94-0.87-6,907%
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