RWIHX
Price
$71.43
Change
+$0.46 (+0.65%)
Updated
Jul 3 closing price
Net Assets
135.98B
SRIAX
Price
$13.75
Change
+$0.08 (+0.59%)
Updated
Jul 3 closing price
Net Assets
22.23M
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RWIHX vs SRIAX

Header iconRWIHX vs SRIAX Comparison
Open Charts RWIHX vs SRIAXBanner chart's image
American Funds Capital World Gr&Inc R5E
Price$71.43
Change+$0.46 (+0.65%)
VolumeN/A
Net Assets135.98B
Gabelli SRI A
Price$13.75
Change+$0.08 (+0.59%)
VolumeN/A
Net Assets22.23M
RWIHX vs SRIAX Comparison Chart in %
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RWIHX vs. SRIAX 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 RWIHX is a Buy and SRIAX is a Buy.

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FUNDAMENTALS
Fundamentals
RWIHX has more cash in the bank: 136B vs. SRIAX (22.2M). RWIHX pays higher dividends than SRIAX: RWIHX (1.64) vs SRIAX (1.38). 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 : 9.57 vs. SRIAX (4.53). RWIHX return over 5 years is better than : 54.03 vs. SRIAX (20.35).
RWIHXSRIAXRWIHX / SRIAX
Total Expense Ratio0.560.9062%
Annual Report Gross Expense Ratio0.562.5722%
Fund Existence10 years18 years-
Gain YTD13.68510.000137%
Front LoadN/A6%-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets136B22.2M612,613%
Annual Yield % from dividends1.641.38119%
Returns for 1 year9.574.53211%
Returns for 3 years50.9923.04221%
Returns for 5 years54.0320.35266%
Returns for 10 yearsN/A-0.87-
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