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RWIEX vs SRIAX
RWIEX vs SRIAX Comparison
Open Charts RWIEX vs SRIAX
American Funds Capital World Gr&Inc R4
Price$71.73
Change+$0.08 (+0.11%)
VolumeN/A
Net Assets142.32B
RWIEX vs SRIAX Comparison Chart in %
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RWIEX 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 RWIEX is a Hold and SRIAX is a Hold.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 142B vs. SRIAX (22.9M). RWIEX pays higher dividends than SRIAX: RWIEX (1.34) vs SRIAX (0.00). RWIEX was incepted earlier than SRIAX: RWIEX (24 years) vs SRIAX (19 years). SRIAX (2.57) is less costly to investors than RWIEX (0.76). RWIEX is a more actively managed with annual turnover of: 27.00 vs. SRIAX (23.00). RWIEX has a lower initial minimum investment than SRIAX: RWIEX (250) vs SRIAX (1000). SRIAX annual gain was more profitable for investors over the last year : 17.48 vs. RWIEX (12.38). RWIEX return over 5 years is better than : 31.21 vs. SRIAX (12.56).
| RWIEX | SRIAX | RWIEX / SRIAX | |
| Total Expense Ratio | 0.76 | 0.90 | 84% |
| Annual Report Gross Expense Ratio | 0.76 | 2.57 | 30% |
| Fund Existence | 24 years | 19 years | - |
| Gain YTD | 14.434 | 18.800 | 77% |
| 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 | 1.34 | 0.00 | - |
| Returns for 1 year | 12.38 | 17.48 | 71% |
| Returns for 3 years | 46.17 | 30.63 | 151% |
| Returns for 5 years | 31.21 | 12.56 | 248% |
| Returns for 10 years | 73.56 | 13.20 | 557% |
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