RWIFX
Price
$73.64
Change
+$0.34 (+0.46%)
Updated
Sep 8 closing price
Net Assets
137.57B
SRIAX
Price
$14.14
Change
-$0.00 (-0.00%)
Updated
Sep 8 closing price
Net Assets
22.51M
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RWIFX vs SRIAX

Header iconRWIFX vs SRIAX Comparison
Open Charts RWIFX vs SRIAXBanner chart's image
American Funds Capital World Gr&Inc R5
Price$73.64
Change+$0.34 (+0.46%)
VolumeN/A
Net Assets137.57B
Gabelli SRI A
Price$14.14
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets22.51M
RWIFX vs SRIAX Comparison Chart in %
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RWIFX vs. SRIAX commentary
Sep 09, 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.

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FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 138B vs. SRIAX (22.5M). RWIFX pays higher dividends than SRIAX: RWIFX (1.69) vs SRIAX (1.32). 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 : 15.96 vs. SRIAX (5.75). RWIFX return over 5 years is better than : 50.11 vs. SRIAX (14.39).
RWIFXSRIAXRWIFX / SRIAX
Total Expense Ratio0.460.9051%
Annual Report Gross Expense Ratio0.462.5718%
Fund Existence23 years18 years-
Gain YTD16.96113.120129%
Front LoadN/A6%-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets138B22.5M613,333%
Annual Yield % from dividends1.691.32127%
Returns for 1 year15.965.75278%
Returns for 3 years50.6022.05229%
Returns for 5 years50.1114.39348%
Returns for 10 years78.357.331,069%
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