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RWIFX vs SRICX
RWIFX vs SRICX Comparison
Open Charts RWIFX vs SRICX
American Funds Capital World Gr&Inc R5
Price$68.73
Change-$0.74 (-1.07%)
VolumeN/A
Net Assets131.04B
RWIFX vs SRICX Comparison Chart
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RWIFX vs. SRICX commentary
Jun 16, 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: 131B vs. SRICX (21.3M). RWIFX pays higher dividends than SRICX: RWIFX (1.80) vs SRICX (1.63). 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 : 6.65 vs. SRICX (-0.22). RWIFX return over 5 years is better than : 53.30 vs. SRICX (14.17).
| 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 | 9.163 | 4.692 | 195% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 21.3M | 615,023% |
| Annual Yield % from dividends | 1.80 | 1.63 | 111% |
| Returns for 1 year | 6.65 | -0.22 | -3,002% |
| Returns for 3 years | 45.12 | 18.87 | 239% |
| Returns for 5 years | 53.30 | 14.17 | 376% |
| Returns for 10 years | 53.59 | -14.17 | -378% |
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