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RWIFX vs SRIDX
RWIFX vs SRIDX Comparison
Open Charts RWIFX vs SRIDX
American Funds Capital World Gr&Inc R5
Price$73.30
Change+$0.34 (+0.47%)
VolumeN/A
Net Assets137.57B
RWIFX vs SRIDX Comparison Chart in %
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RWIFX vs. SRIDX commentary
Sep 08, 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: 138B vs. SRIDX (22.5M). RWIFX pays higher dividends than SRIDX: RWIFX (1.69) vs SRIDX (1.28). 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 : 13.51 vs. SRIDX (3.77). RWIFX return over 5 years is better than : 48.74 vs. SRIDX (14.54).
| 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 | 16.421 | 12.635 | 130% |
| 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 | 1.28 | 132% |
| Returns for 1 year | 13.51 | 3.77 | 358% |
| Returns for 3 years | 55.27 | 26.08 | 212% |
| Returns for 5 years | 48.74 | 14.54 | 335% |
| Returns for 10 years | 77.64 | 8.79 | 883% |
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