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RWIFX vs SRIDX
RWIFX vs SRIDX Comparison
Open Charts RWIFX vs SRIDX
American Funds Capital World Gr&Inc R5
Price$71.61
Change+$0.45 (+0.63%)
VolumeN/A
Net Assets135.98B
RWIFX vs SRIDX Comparison Chart in %
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RWIFX vs. SRIDX commentary
Jul 06, 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 Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 136B vs. SRIDX (22.2M). RWIFX pays higher dividends than SRIDX: RWIFX (1.72) vs SRIDX (1.33). 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 : 9.68 vs. SRIDX (4.50). RWIFX return over 5 years is better than : 54.61 vs. SRIDX (21.03).
| 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 | 13.737 | 10.015 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 22.2M | 612,613% |
| Annual Yield % from dividends | 1.72 | 1.33 | 130% |
| Returns for 1 year | 9.68 | 4.50 | 215% |
| Returns for 3 years | 51.39 | 23.05 | 223% |
| Returns for 5 years | 54.61 | 21.03 | 260% |
| Returns for 10 years | 64.73 | 1.64 | 3,957% |
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