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RWIEX vs SRIAX
RWIEX vs SRIAX Comparison
Open Charts RWIEX vs SRIAX
American Funds Capital World Gr&Inc R4
Price$74.77
Change-$1.05 (-1.38%)
VolumeN/A
Net Assets142.37B
RWIEX vs SRIAX Comparison Chart in %
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RWIEX vs. SRIAX commentary
Feb 04, 2026
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 Buy and SRIAX is a Hold.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 142B vs. SRIAX (22.7M). RWIEX pays higher dividends than SRIAX: RWIEX (1.44) vs SRIAX (1.32). 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). RWIEX annual gain was more profitable for investors over the last year : 16.23 vs. SRIAX (6.11). RWIEX return over 5 years is better than : 30.74 vs. SRIAX (-0.41).
| 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 | 4.940 | 2.654 | 186% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 22.7M | 625,551% |
| Annual Yield % from dividends | 1.44 | 1.32 | 109% |
| Returns for 1 year | 16.23 | 6.11 | 265% |
| Returns for 3 years | 43.21 | 12.97 | 333% |
| Returns for 5 years | 30.74 | -0.41 | -7,502% |
| Returns for 10 years | 100.15 | 13.77 | 727% |
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