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RWIFX vs SRIGX
RWIFX vs SRIGX Comparison
Open Charts RWIFX vs SRIGX
American Funds Capital World Gr&Inc R5
Price$72.84
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets137.49B
RWIFX vs SRIGX Comparison Chart in %
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RWIFX vs. SRIGX commentary
Aug 17, 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 Hold.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 137B vs. SRIGX (22.4M). RWIFX pays higher dividends than SRIGX: RWIFX (1.72) vs SRIGX (1.36). 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 : 11.77 vs. SRIGX (4.24). RWIFX return over 5 years is better than : 49.16 vs. SRIGX (12.99).
| RWIFX | SRIGX | RWIFX / SRIGX | |
| Total Expense Ratio | 0.46 | 0.90 | 51% |
| Annual Report Gross Expense Ratio | 0.46 | 2.57 | 18% |
| Fund Existence | 23 years | 18 years | - |
| Gain YTD | 15.690 | 11.901 | 132% |
| 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 | 1.36 | 127% |
| Returns for 1 year | 11.77 | 4.24 | 278% |
| Returns for 3 years | 42.33 | 13.89 | 305% |
| Returns for 5 years | 49.16 | 12.99 | 378% |
| Returns for 10 years | 66.20 | -0.14 | -47,197% |
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