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RWIFX vs SRIDX
RWIFX vs SRIDX Comparison
Open Charts RWIFX vs SRIDX
American Funds Capital World Gr&Inc R5
Price$68.73
Change-$0.74 (-1.07%)
VolumeN/A
Net Assets131.04B
RWIFX vs SRIDX Comparison Chart
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RWIFX vs. SRIDX 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 SRIDX is a Hold.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 131B vs. SRIDX (21.3M). RWIFX pays higher dividends than SRIDX: RWIFX (1.80) vs SRIDX (1.37). 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 : 6.65 vs. SRIDX (-0.19). RWIFX return over 5 years is better than : 53.30 vs. SRIDX (17.72).
| 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 | 9.163 | 4.622 | 198% |
| 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 | 1.37 | 132% |
| Returns for 1 year | 6.65 | -0.19 | -3,568% |
| Returns for 3 years | 45.12 | 18.88 | 239% |
| Returns for 5 years | 53.30 | 17.72 | 301% |
| Returns for 10 years | 53.59 | -4.04 | -1,326% |
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