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RWIEX vs SRICX
RWIEX vs SRICX Comparison
Open Charts RWIEX vs SRICX
American Funds Capital World Gr&Inc R4
Price$74.77
Change-$1.05 (-1.38%)
VolumeN/A
Net Assets142.37B
RWIEX vs SRICX Comparison Chart in %
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RWIEX vs. SRICX commentary
Feb 05, 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 SRICX is a Hold.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 142B vs. SRICX (22.8M). SRICX pays higher dividends than RWIEX: SRICX (1.52) vs RWIEX (1.44). RWIEX was incepted earlier than SRICX: RWIEX (24 years) vs SRICX (19 years). SRICX (3.33) is less costly to investors than RWIEX (0.76). RWIEX is a more actively managed with annual turnover of: 27.00 vs. SRICX (23.00). RWIEX has a lower initial minimum investment than SRICX: RWIEX (250) vs SRICX (1000). RWIEX annual gain was more profitable for investors over the last year : 16.23 vs. SRICX (6.05). RWIEX return over 5 years is better than : 30.74 vs. SRICX (-2.17).
| RWIEX | SRICX | RWIEX / SRICX | |
| Total Expense Ratio | 0.76 | 0.90 | 84% |
| Annual Report Gross Expense Ratio | 0.76 | 3.33 | 23% |
| Fund Existence | 24 years | 19 years | - |
| Gain YTD | 4.940 | 2.620 | 189% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 22.8M | 622,807% |
| Annual Yield % from dividends | 1.44 | 1.52 | 95% |
| Returns for 1 year | 16.23 | 6.05 | 268% |
| Returns for 3 years | 43.21 | 12.81 | 337% |
| Returns for 5 years | 30.74 | -2.17 | -1,414% |
| Returns for 10 years | 100.15 | 4.86 | 2,059% |
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