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RWIFX vs SRIGX
RWIFX vs SRIGX Comparison
Open Charts RWIFX vs SRIGX
American Funds Capital World Gr&Inc R5
Price$71.61
Change+$0.45 (+0.63%)
VolumeN/A
Net Assets135.98B
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.
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).
| 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 | 13.737 | 9.984 | 138% |
| 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 | 1.38 | 125% |
| Returns for 1 year | 9.68 | 4.52 | 214% |
| Returns for 3 years | 51.39 | 23.11 | 222% |
| Returns for 5 years | 54.61 | 20.32 | 269% |
| Returns for 10 years | 64.73 | -0.80 | -8,086% |
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