RWIFX
Price
$71.61
Change
+$0.45 (+0.63%)
Updated
Jul 3 closing price
Net Assets
135.98B
SRIGX
Price
$13.77
Change
+$0.08 (+0.58%)
Updated
Jul 3 closing price
Net Assets
22.23M
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RWIFX vs SRIGX

Header iconRWIFX vs SRIGX Comparison
Open Charts RWIFX vs SRIGXBanner chart's image
American Funds Capital World Gr&Inc R5
Price$71.61
Change+$0.45 (+0.63%)
VolumeN/A
Net Assets135.98B
Gabelli SRI AAA
Price$13.77
Change+$0.08 (+0.58%)
VolumeN/A
Net Assets22.23M
RWIFX vs SRIGX Comparison Chart in %
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RWIFX vs. SRIGX commentary
Jul 07, 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 SRIGX is a Buy.

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FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 136B vs. SRIGX (22.2M). RWIFX pays higher dividends than SRIGX: RWIFX (1.72) vs SRIGX (1.38). RWIFX was incepted earlier than SRIGX: RWIFX (23 years) vs SRIGX (18 years). SRIGX (2.57) is less costly to investors than RWIFX (0.46). RWIFX is a more actively managed with annual turnover of: 27.00 vs. SRIGX (23.00). RWIFX has a lower initial minimum investment than SRIGX: RWIFX (250) vs SRIGX (1000). RWIFX annual gain was more profitable for investors over the last year : 9.68 vs. SRIGX (4.52). RWIFX return over 5 years is better than : 54.61 vs. SRIGX (20.32).
RWIFXSRIGXRWIFX / SRIGX
Total Expense Ratio0.460.9051%
Annual Report Gross Expense Ratio0.462.5718%
Fund Existence23 years18 years-
Gain YTD13.7379.984138%
Front LoadN/AN/A-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets136B22.2M612,613%
Annual Yield % from dividends1.721.38125%
Returns for 1 year9.684.52214%
Returns for 3 years51.3923.11222%
Returns for 5 years54.6120.32269%
Returns for 10 years64.73-0.80-8,086%
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