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RWIEX vs SRIDX
RWIEX vs SRIDX Comparison
Open Charts RWIEX vs SRIDX
American Funds Capital World Gr&Inc R4
Price$74.36
Change-$0.41 (-0.55%)
VolumeN/A
Net Assets142.37B
RWIEX vs SRIDX Comparison Chart in %
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RWIEX vs. SRIDX 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 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 (1.44) vs SRIDX (1.27). 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). RWIEX annual gain was more profitable for investors over the last year : 16.23 vs. SRIDX (6.11). RWIEX return over 5 years is better than : 30.74 vs. SRIDX (0.01).
| 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 | 4.940 | 2.701 | 183% |
| 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 | 1.44 | 1.27 | 113% |
| Returns for 1 year | 16.23 | 6.11 | 266% |
| Returns for 3 years | 43.21 | 12.96 | 333% |
| Returns for 5 years | 30.74 | 0.01 | 467,575% |
| Returns for 10 years | 100.15 | 16.48 | 608% |
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