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RWIEX vs SRIAX
RWIEX vs SRIAX Comparison
Open Charts RWIEX vs SRIAX
American Funds Capital World Gr&Inc R4
Price$75.20
Change-$0.08 (-0.11%)
VolumeN/A
Net Assets140.77B
RWIEX vs SRIAX Comparison Chart in %
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RWIEX vs. SRIAX commentary
Oct 19, 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: 141B vs. SRIAX (22.2M). RWIEX (1.38) and SRIAX (1.32) have matching dividends . RWIEX was incepted earlier than SRIAX: RWIEX (23 years) vs SRIAX (18 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 : 10.77 vs. SRIAX (-1.27). RWIEX return over 5 years is better than : 50.71 vs. SRIAX (9.61).
| RWIEX | SRIAX | RWIEX / SRIAX | |
| Total Expense Ratio | 0.76 | 0.90 | 84% |
| Annual Report Gross Expense Ratio | 0.76 | 2.57 | 30% |
| Fund Existence | 23 years | 18 years | - |
| Gain YTD | 19.970 | 12.160 | 164% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 22.2M | 635,135% |
| Annual Yield % from dividends | 1.38 | 1.32 | 105% |
| Returns for 1 year | 10.77 | -1.27 | -851% |
| Returns for 3 years | 66.98 | 31.29 | 214% |
| Returns for 5 years | 50.71 | 9.61 | 528% |
| Returns for 10 years | 77.20 | 3.08 | 2,507% |
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