Interact to see
Advertisement
Advertisement
RWBEX vs SRIDX
RWBEX vs SRIDX Comparison
Open Charts RWBEX vs SRIDX
American Funds Capital World Gr&Inc R2E
Price$72.16
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets137.34B
RWBEX vs SRIDX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
RWBEX vs. SRIDX commentary
Jul 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 Buy and SRIDX is a Buy.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 137B vs. SRIDX (22.3M). SRIDX pays higher dividends than RWBEX: SRIDX (1.33) vs RWBEX (1.06). RWBEX was incepted earlier than SRIDX: RWBEX (11 years) vs SRIDX (18 years). SRIDX (2.32) is less costly to investors than RWBEX (1.21). RWBEX is a more actively managed with annual turnover of: 27.00 vs. SRIDX (23.00). RWBEX has a lower initial minimum investment than SRIDX: RWBEX (250) vs SRIDX (1000). RWBEX annual gain was more profitable for investors over the last year : 13.26 vs. SRIDX (3.73). RWBEX return over 5 years is better than : 48.81 vs. SRIDX (16.84).
| RWBEX | SRIDX | RWBEX / SRIDX | |
| Total Expense Ratio | 1.21 | 0.90 | 134% |
| Annual Report Gross Expense Ratio | 1.21 | 2.32 | 52% |
| Fund Existence | 11 years | 18 years | - |
| Gain YTD | 14.722 | 11.017 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 22.3M | 614,350% |
| Annual Yield % from dividends | 1.06 | 1.33 | 80% |
| Returns for 1 year | 13.26 | 3.73 | 355% |
| Returns for 3 years | 49.26 | 21.57 | 228% |
| Returns for 5 years | 48.81 | 16.84 | 290% |
| Returns for 10 years | 60.15 | 2.90 | 2,074% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement