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RWIFX vs SRIAX
RWIFX vs SRIAX Comparison
Open Charts RWIFX vs SRIAX
American Funds Capital World Gr&Inc R5
Price$72.84
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets137.49B
RWIFX vs SRIAX Comparison Chart in %
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RWIFX vs. SRIAX commentary
Aug 18, 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 RWIFX is a Buy and SRIAX is a Hold.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 137B vs. SRIAX (22.4M). RWIFX pays higher dividends than SRIAX: RWIFX (1.72) vs SRIAX (1.36). RWIFX was incepted earlier than SRIAX: RWIFX (23 years) vs SRIAX (18 years). SRIAX (2.57) is less costly to investors than RWIFX (0.46). RWIFX is a more actively managed with annual turnover of: 27.00 vs. SRIAX (23.00). RWIFX has a lower initial minimum investment than SRIAX: RWIFX (250) vs SRIAX (1000). RWIFX annual gain was more profitable for investors over the last year : 11.77 vs. SRIAX (4.24). RWIFX return over 5 years is better than : 49.16 vs. SRIAX (13.01).
| RWIFX | SRIAX | RWIFX / SRIAX | |
| Total Expense Ratio | 0.46 | 0.90 | 51% |
| Annual Report Gross Expense Ratio | 0.46 | 2.57 | 18% |
| Fund Existence | 23 years | 18 years | - |
| Gain YTD | 15.690 | 11.920 | 132% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 22.4M | 611,607% |
| Annual Yield % from dividends | 1.72 | 1.36 | 126% |
| Returns for 1 year | 11.77 | 4.24 | 277% |
| Returns for 3 years | 42.33 | 13.82 | 306% |
| Returns for 5 years | 49.16 | 13.01 | 378% |
| Returns for 10 years | 66.20 | -0.21 | -32,092% |
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