RWIHX
Price
$71.43
Change
+$0.46 (+0.65%)
Updated
Jul 3 closing price
Net Assets
135.98B
SRIGX
Price
$13.77
Change
+$0.08 (+0.58%)
Updated
Jul 3 closing price
Net Assets
22.23M
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RWIHX vs SRIGX

Header iconRWIHX vs SRIGX Comparison
Open Charts RWIHX vs SRIGXBanner 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 AAA
Price$13.77
Change+$0.08 (+0.58%)
VolumeN/A
Net Assets22.23M
RWIHX vs SRIGX Comparison Chart in %
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RWIHX 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 RWIHX is a Buy and SRIGX is a Buy.

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FUNDAMENTALS
Fundamentals
RWIHX has more cash in the bank: 136B vs. SRIGX (22.2M). RWIHX pays higher dividends than SRIGX: RWIHX (1.64) vs SRIGX (1.38). RWIHX was incepted earlier than SRIGX: RWIHX (10 years) vs SRIGX (18 years). SRIGX (2.57) is less costly to investors than RWIHX (0.56). RWIHX is a more actively managed with annual turnover of: 27.00 vs. SRIGX (23.00). RWIHX has a lower initial minimum investment than SRIGX: RWIHX (250) vs SRIGX (1000). RWIHX annual gain was more profitable for investors over the last year : 9.57 vs. SRIGX (4.52). RWIHX return over 5 years is better than : 54.03 vs. SRIGX (20.32).
RWIHXSRIGXRWIHX / SRIGX
Total Expense Ratio0.560.9062%
Annual Report Gross Expense Ratio0.562.5722%
Fund Existence10 years18 years-
Gain YTD13.6859.984137%
Front LoadN/AN/A-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets136B22.2M612,613%
Annual Yield % from dividends1.641.38119%
Returns for 1 year9.574.52212%
Returns for 3 years50.9923.11221%
Returns for 5 years54.0320.32266%
Returns for 10 yearsN/A-0.80-
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