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RWIFX vs SRICX
RWIFX vs SRICX Comparison
Open Charts RWIFX vs SRICX
American Funds Capital World Gr&Inc R5
Price$73.64
Change+$0.34 (+0.46%)
VolumeN/A
Net Assets137.57B
RWIFX vs SRICX Comparison Chart in %
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RWIFX vs. SRICX commentary
Sep 10, 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 SRICX is a Hold.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 138B vs. SRICX (22.5M). RWIFX pays higher dividends than SRICX: RWIFX (1.69) vs SRICX (1.52). RWIFX was incepted earlier than SRICX: RWIFX (23 years) vs SRICX (18 years). SRICX (3.33) is less costly to investors than RWIFX (0.46). RWIFX is a more actively managed with annual turnover of: 27.00 vs. SRICX (23.00). RWIFX has a lower initial minimum investment than SRICX: RWIFX (250) vs SRICX (1000). RWIFX annual gain was more profitable for investors over the last year : 15.96 vs. SRICX (5.66). RWIFX return over 5 years is better than : 50.11 vs. SRICX (11.57).
| RWIFX | SRICX | RWIFX / SRICX | |
| Total Expense Ratio | 0.46 | 0.90 | 51% |
| Annual Report Gross Expense Ratio | 0.46 | 3.33 | 14% |
| Fund Existence | 23 years | 18 years | - |
| Gain YTD | 16.961 | 13.155 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138B | 22.5M | 613,333% |
| Annual Yield % from dividends | 1.69 | 1.52 | 111% |
| Returns for 1 year | 15.96 | 5.66 | 282% |
| Returns for 3 years | 50.60 | 21.96 | 230% |
| Returns for 5 years | 50.11 | 11.57 | 433% |
| Returns for 10 years | 78.35 | -1.45 | -5,418% |
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