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RWIEX vs SRIAX
RWIEX vs SRIAX Comparison
Open Charts RWIEX vs SRIAX
American Funds Capital World Gr&Inc R4
Price$77.11
Change+$0.54 (+0.71%)
VolumeN/A
Net Assets142.32B
RWIEX vs SRIAX Comparison Chart in %
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RWIEX vs. SRIAX commentary
Dec 04, 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 StrongBuy and SRIAX is a Buy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 142B vs. SRIAX (22.5M). RWIEX pays higher dividends than SRIAX: RWIEX (1.34) vs SRIAX (0.00). RWIEX was incepted earlier than SRIAX: RWIEX (23 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 : 12.63 vs. SRIAX (9.26). RWIEX return over 5 years is better than : 41.32 vs. SRIAX (12.03).
| 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 | 19 years | - |
| Gain YTD | 22.028 | 15.120 | 146% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 22.5M | 631,111% |
| Annual Yield % from dividends | 1.34 | 0.00 | - |
| Returns for 1 year | 12.63 | 9.26 | 136% |
| Returns for 3 years | 49.50 | 21.69 | 228% |
| Returns for 5 years | 41.32 | 12.03 | 343% |
| Returns for 10 years | 79.81 | 8.69 | 918% |
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