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RWIHX vs SRIDX
RWIHX vs SRIDX Comparison
Open Charts RWIHX vs SRIDX
American Funds Capital World Gr&Inc R5E
Price$71.43
Change+$0.46 (+0.65%)
VolumeN/A
Net Assets135.98B
RWIHX vs SRIDX Comparison Chart in %
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RWIHX vs. SRIDX commentary
Jul 06, 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 SRIDX is a Buy.
FUNDAMENTALS
Fundamentals
RWIHX has more cash in the bank: 136B vs. SRIDX (22.2M). RWIHX pays higher dividends than SRIDX: RWIHX (1.64) vs SRIDX (1.33). RWIHX was incepted earlier than SRIDX: RWIHX (10 years) vs SRIDX (18 years). SRIDX (2.32) is less costly to investors than RWIHX (0.56). RWIHX is a more actively managed with annual turnover of: 27.00 vs. SRIDX (23.00). RWIHX has a lower initial minimum investment than SRIDX: RWIHX (250) vs SRIDX (1000). RWIHX annual gain was more profitable for investors over the last year : 9.57 vs. SRIDX (4.50). RWIHX return over 5 years is better than : 54.03 vs. SRIDX (21.03).
| RWIHX | SRIDX | RWIHX / SRIDX | |
| Total Expense Ratio | 0.56 | 0.90 | 62% |
| Annual Report Gross Expense Ratio | 0.56 | 2.32 | 24% |
| Fund Existence | 10 years | 18 years | - |
| Gain YTD | 13.685 | 10.015 | 137% |
| 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 | 1.64 | 1.33 | 123% |
| Returns for 1 year | 9.57 | 4.50 | 212% |
| Returns for 3 years | 50.99 | 23.05 | 221% |
| Returns for 5 years | 54.03 | 21.03 | 257% |
| Returns for 10 years | N/A | 1.64 | - |
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