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CWGFX vs SRIAX
CWGFX vs SRIAX Comparison
Open Charts CWGFX vs SRIAX
American Funds Capital World Gr&Inc F1
Price$74.52
Change+$0.31 (+0.42%)
VolumeN/A
Net Assets140.16B
CWGFX vs SRIAX Comparison Chart in %
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CWGFX vs. SRIAX commentary
Sep 29, 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 CWGFX is a Buy and SRIAX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 140B vs. SRIAX (22.6M). CWGFX (1.39) and SRIAX (1.32) have matching dividends . CWGFX was incepted earlier than SRIAX: CWGFX (25 years) vs SRIAX (18 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 : 9.37 vs. SRIAX (0.77). CWGFX return over 5 years is better than : 54.88 vs. SRIAX (18.60).
| 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 | 18 years | - |
| Gain YTD | 18.797 | 13.200 | 142% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 22.6M | 619,469% |
| Annual Yield % from dividends | 1.39 | 1.32 | 105% |
| Returns for 1 year | 9.37 | 0.77 | 1,218% |
| Returns for 3 years | 69.62 | 36.40 | 191% |
| Returns for 5 years | 54.88 | 18.60 | 295% |
| Returns for 10 years | 89.86 | 12.32 | 730% |
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