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RWBEX vs SRIDX
RWBEX vs SRIDX Comparison
Open Charts RWBEX vs SRIDX
American Funds Capital World Gr&Inc R2E
Price$71.63
Change+$0.08 (+0.11%)
VolumeN/A
Net Assets142.32B
RWBEX vs SRIDX Comparison Chart in %
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RWBEX vs. SRIDX 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 SRIDX is a Hold.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 142B vs. SRIDX (22.9M). RWBEX pays higher dividends than SRIDX: RWBEX (0.97) vs SRIDX (0.00). RWBEX was incepted earlier than SRIDX: RWBEX (11 years) vs SRIDX (19 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). SRIDX annual gain was more profitable for investors over the last year : 17.53 vs. RWBEX (12.00). RWBEX return over 5 years is better than : 28.98 vs. SRIDX (13.00).
| 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 | 19 years | - |
| Gain YTD | 14.050 | 18.798 | 75% |
| Front Load | N/A | N/A | - |
| 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 | 17.53 | 68% |
| Returns for 3 years | 44.34 | 30.59 | 145% |
| Returns for 5 years | 28.98 | 13.00 | 223% |
| Returns for 10 years | 70.43 | 15.94 | 442% |
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