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RWIFX vs SRICX
RWIFX vs SRICX Comparison
Open Charts RWIFX vs SRICX
American Funds Capital World Gr&Inc R5
Price$72.84
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets137.49B
RWIFX vs SRICX Comparison Chart in %
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RWIFX vs. SRICX 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 SRICX is a Hold.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 137B vs. SRICX (22.4M). RWIFX pays higher dividends than SRICX: RWIFX (1.72) vs SRICX (1.57). 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 : 11.77 vs. SRICX (4.19). RWIFX return over 5 years is better than : 49.16 vs. SRICX (10.20).
| 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 | 15.690 | 11.960 | 131% |
| Front Load | N/A | N/A | - |
| 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 | 1.57 | 110% |
| Returns for 1 year | 11.77 | 4.19 | 281% |
| Returns for 3 years | 42.33 | 13.82 | 306% |
| Returns for 5 years | 49.16 | 10.20 | 482% |
| Returns for 10 years | 66.20 | -8.41 | -787% |
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