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CWIAX vs SRICX
CWIAX vs SRICX Comparison
Open Charts CWIAX vs SRICX
American Funds Capital World Gr&Inc 529A
Price$75.88
Change+$0.79 (+1.05%)
VolumeN/A
Net Assets140.77B
CWIAX vs SRICX Comparison Chart in %
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CWIAX vs. SRICX commentary
Oct 21, 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 Hold.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 141B vs. SRICX (22.2M). SRICX pays higher dividends than CWIAX: SRICX (1.52) vs CWIAX (1.39). CWIAX was incepted earlier than SRICX: CWIAX (24 years) vs SRICX (18 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 : 11.49 vs. SRICX (-0.24). CWIAX return over 5 years is better than : 56.40 vs. SRICX (9.00).
| 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 | 18 years | - |
| Gain YTD | 21.236 | 13.339 | 159% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 22.2M | 635,135% |
| Annual Yield % from dividends | 1.39 | 1.52 | 91% |
| Returns for 1 year | 11.49 | -0.24 | -4,739% |
| Returns for 3 years | 68.06 | 33.31 | 204% |
| Returns for 5 years | 56.40 | 9.00 | 627% |
| Returns for 10 years | 98.30 | -5.83 | -1,685% |
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