RWIEX
Price
$71.73
Change
+$0.08 (+0.11%)
Updated
Dec 26 closing price
Net Assets
142.32B
SRIGX
Price
$14.87
Change
+$0.01 (+0.07%)
Updated
Dec 26 closing price
Net Assets
22.87M
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RWIEX vs SRIGX

Header iconRWIEX vs SRIGX Comparison
Open Charts RWIEX vs SRIGXBanner chart's image
American Funds Capital World Gr&Inc R4
Price$71.73
Change+$0.08 (+0.11%)
VolumeN/A
Net Assets142.32B
Gabelli SRI AAA
Price$14.87
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets22.87M
RWIEX vs SRIGX Comparison Chart in %
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RWIEX vs. SRIGX 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 SRIGX is a Hold.

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FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 142B vs. SRIGX (22.9M). RWIEX pays higher dividends than SRIGX: RWIEX (1.34) vs SRIGX (0.00). RWIEX was incepted earlier than SRIGX: RWIEX (24 years) vs SRIGX (19 years). SRIGX (2.57) is less costly to investors than RWIEX (0.76). RWIEX is a more actively managed with annual turnover of: 27.00 vs. SRIGX (23.00). RWIEX has a lower initial minimum investment than SRIGX: RWIEX (250) vs SRIGX (1000). SRIGX annual gain was more profitable for investors over the last year : 17.46 vs. RWIEX (12.38). RWIEX return over 5 years is better than : 31.21 vs. SRIGX (12.54).
RWIEXSRIGXRWIEX / SRIGX
Total Expense Ratio0.760.9084%
Annual Report Gross Expense Ratio0.762.5730%
Fund Existence24 years19 years-
Gain YTD14.43418.77077%
Front LoadN/AN/A-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets142B22.9M620,087%
Annual Yield % from dividends1.340.00-
Returns for 1 year12.3817.4671%
Returns for 3 years46.1730.69150%
Returns for 5 years31.2112.54249%
Returns for 10 years73.5613.26555%
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