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RWIHX vs SRIAX
RWIHX vs SRIAX Comparison
Open Charts RWIHX vs SRIAX
American Funds Capital World Gr&Inc R5E
Price$68.56
Change-$0.74 (-1.07%)
VolumeN/A
Net Assets131.04B
RWIHX vs SRIAX Comparison Chart
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RWIHX vs. SRIAX commentary
Jun 16, 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 RWIHX is a Buy and SRIAX is a Hold.
FUNDAMENTALS
Fundamentals
RWIHX has more cash in the bank: 131B vs. SRIAX (21.3M). RWIHX pays higher dividends than SRIAX: RWIHX (1.72) vs SRIAX (1.42). RWIHX was incepted earlier than SRIAX: RWIHX (10 years) vs SRIAX (18 years). SRIAX (2.57) is less costly to investors than RWIHX (0.56). RWIHX is a more actively managed with annual turnover of: 27.00 vs. SRIAX (23.00). RWIHX has a lower initial minimum investment than SRIAX: RWIHX (250) vs SRIAX (1000). RWIHX annual gain was more profitable for investors over the last year : 6.53 vs. SRIAX (-0.12). RWIHX return over 5 years is better than : 52.74 vs. SRIAX (16.98).
| RWIHX | SRIAX | RWIHX / SRIAX | |
| Total Expense Ratio | 0.56 | 0.90 | 62% |
| Annual Report Gross Expense Ratio | 0.56 | 2.57 | 22% |
| Fund Existence | 10 years | 18 years | - |
| Gain YTD | 9.118 | 4.640 | 197% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 21.3M | 615,023% |
| Annual Yield % from dividends | 1.72 | 1.42 | 121% |
| Returns for 1 year | 6.53 | -0.12 | -5,565% |
| Returns for 3 years | 44.72 | 18.98 | 236% |
| Returns for 5 years | 52.74 | 16.98 | 311% |
| Returns for 10 years | N/A | -6.39 | - |
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