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CWIAX vs SRICX
CWIAX vs SRICX Comparison
Open Charts CWIAX vs SRICX
American Funds Capital World Gr&Inc 529A
Price$77.00
Change+$0.54 (+0.71%)
VolumeN/A
Net Assets142.32B
CWIAX vs SRICX Comparison Chart in %
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CWIAX vs. SRICX commentary
Dec 05, 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 CWIAX is a StrongBuy and SRICX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 142B vs. SRICX (22.5M). CWIAX pays higher dividends than SRICX: CWIAX (1.35) vs SRICX (0.00). CWIAX was incepted earlier than SRICX: CWIAX (24 years) vs SRICX (19 years). SRICX (3.33) is less costly to investors than CWIAX (0.78). CWIAX is a more actively managed with annual turnover of: 27.00 vs. SRICX (23.00). CWIAX has a lower initial minimum investment than SRICX: CWIAX (250) vs SRICX (1000). CWIAX annual gain was more profitable for investors over the last year : 13.02 vs. SRICX (9.97). CWIAX return over 5 years is better than : 44.50 vs. SRICX (9.62).
| CWIAX | SRICX | CWIAX / SRICX | |
| Total Expense Ratio | 0.78 | 0.90 | 87% |
| Annual Report Gross Expense Ratio | 0.78 | 3.33 | 23% |
| Fund Existence | 24 years | 19 years | - |
| Gain YTD | 23.026 | 15.731 | 146% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 22.5M | 631,111% |
| Annual Yield % from dividends | 1.35 | 0.00 | - |
| Returns for 1 year | 13.02 | 9.97 | 131% |
| Returns for 3 years | 51.59 | 22.31 | 231% |
| Returns for 5 years | 44.50 | 9.62 | 463% |
| Returns for 10 years | 104.34 | 0.57 | 18,201% |
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