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RWIFX vs SRIGX
RWIFX vs SRIGX Comparison
Open Charts RWIFX vs SRIGX
American Funds Capital World Gr&Inc R5
Price$73.64
Change+$0.34 (+0.46%)
VolumeN/A
Net Assets137.57B
RWIFX vs SRIGX Comparison Chart in %
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RWIFX vs. SRIGX commentary
Sep 09, 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: 138B vs. SRIGX (22.5M). RWIFX pays higher dividends than SRIGX: RWIFX (1.69) vs SRIGX (1.32). 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 : 15.96 vs. SRIGX (5.66). RWIFX return over 5 years is better than : 50.11 vs. SRIGX (14.38).
| 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 | 16.961 | 13.019 | 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 | 1.32 | 127% |
| Returns for 1 year | 15.96 | 5.66 | 282% |
| Returns for 3 years | 50.60 | 21.93 | 231% |
| Returns for 5 years | 50.11 | 14.38 | 348% |
| Returns for 10 years | 78.35 | 7.32 | 1,070% |
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