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CWGFX vs SRIAX
CWGFX vs SRIAX Comparison
Open Charts CWGFX vs SRIAX
American Funds Capital World Gr&Inc F1
Price$74.79
Change-$1.05 (-1.38%)
VolumeN/A
Net Assets142.37B
CWGFX vs SRIAX Comparison Chart in %
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CWGFX vs. SRIAX commentary
Feb 05, 2026
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 CWGFX is a Buy and SRIAX is a Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 142B vs. SRIAX (22.7M). CWGFX pays higher dividends than SRIAX: CWGFX (1.41) vs SRIAX (1.32). CWGFX was incepted earlier than SRIAX: CWGFX (25 years) vs SRIAX (19 years). SRIAX (2.57) is less costly to investors than CWGFX (0.80). CWGFX is a more actively managed with annual turnover of: 27.00 vs. SRIAX (23.00). CWGFX has a lower initial minimum investment than SRIAX: CWGFX (250) vs SRIAX (1000). CWGFX annual gain was more profitable for investors over the last year : 16.18 vs. SRIAX (6.11). CWGFX return over 5 years is better than : 30.54 vs. SRIAX (-0.41).
| CWGFX | SRIAX | CWGFX / SRIAX | |
| Total Expense Ratio | 0.80 | 0.90 | 89% |
| Annual Report Gross Expense Ratio | 0.80 | 2.57 | 31% |
| Fund Existence | 25 years | 19 years | - |
| Gain YTD | 4.924 | 2.654 | 186% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 22.7M | 625,551% |
| Annual Yield % from dividends | 1.41 | 1.32 | 107% |
| Returns for 1 year | 16.18 | 6.11 | 265% |
| Returns for 3 years | 43.02 | 12.97 | 332% |
| Returns for 5 years | 30.54 | -0.41 | -7,452% |
| Returns for 10 years | 99.82 | 13.77 | 725% |
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