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RWIEX vs SRIDX
RWIEX vs SRIDX Comparison
Open Charts RWIEX vs SRIDX
American Funds Capital World Gr&Inc R4
Price$71.73
Change+$0.08 (+0.11%)
VolumeN/A
Net Assets142.32B
RWIEX vs SRIDX Comparison Chart in %
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RWIEX vs. SRIDX 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 SRIDX is a Hold.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 142B vs. SRIDX (22.9M). RWIEX pays higher dividends than SRIDX: RWIEX (1.34) vs SRIDX (0.00). RWIEX was incepted earlier than SRIDX: RWIEX (24 years) vs SRIDX (19 years). SRIDX (2.32) is less costly to investors than RWIEX (0.76). RWIEX is a more actively managed with annual turnover of: 27.00 vs. SRIDX (23.00). RWIEX has a lower initial minimum investment than SRIDX: RWIEX (250) vs SRIDX (1000). SRIDX annual gain was more profitable for investors over the last year : 17.53 vs. RWIEX (12.38). RWIEX return over 5 years is better than : 31.21 vs. SRIDX (13.00).
| RWIEX | SRIDX | RWIEX / SRIDX | |
| Total Expense Ratio | 0.76 | 0.90 | 84% |
| Annual Report Gross Expense Ratio | 0.76 | 2.32 | 33% |
| Fund Existence | 24 years | 19 years | - |
| Gain YTD | 14.434 | 18.798 | 77% |
| Front Load | N/A | N/A | - |
| 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 | 17.53 | 71% |
| Returns for 3 years | 46.17 | 30.59 | 151% |
| Returns for 5 years | 31.21 | 13.00 | 240% |
| Returns for 10 years | 73.56 | 15.94 | 461% |
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