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RWIFX vs SRIDX
RWIFX vs SRIDX Comparison
Open Charts RWIFX vs SRIDX
American Funds Capital World Gr&Inc R5
Price$72.84
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets137.49B
RWIFX vs SRIDX Comparison Chart in %
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RWIFX vs. SRIDX 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 SRIDX is a Hold.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 137B vs. SRIDX (22.4M). RWIFX pays higher dividends than SRIDX: RWIFX (1.72) vs SRIDX (1.31). RWIFX was incepted earlier than SRIDX: RWIFX (23 years) vs SRIDX (18 years). SRIDX (2.32) is less costly to investors than RWIFX (0.46). RWIFX is a more actively managed with annual turnover of: 27.00 vs. SRIDX (23.00). RWIFX has a lower initial minimum investment than SRIDX: RWIFX (250) vs SRIDX (1000). RWIFX annual gain was more profitable for investors over the last year : 11.77 vs. SRIDX (4.23). RWIFX return over 5 years is better than : 49.16 vs. SRIDX (13.67).
| RWIFX | SRIDX | RWIFX / SRIDX | |
| Total Expense Ratio | 0.46 | 0.90 | 51% |
| Annual Report Gross Expense Ratio | 0.46 | 2.32 | 20% |
| Fund Existence | 23 years | 18 years | - |
| Gain YTD | 15.690 | 11.941 | 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 | 1.31 | 131% |
| Returns for 1 year | 11.77 | 4.23 | 278% |
| Returns for 3 years | 42.33 | 13.85 | 305% |
| Returns for 5 years | 49.16 | 13.67 | 360% |
| Returns for 10 years | 66.20 | 2.34 | 2,834% |
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