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CWIAX vs SRICX
CWIAX vs SRICX Comparison
Open Charts CWIAX vs SRICX
American Funds Capital World Gr&Inc 529A
Price$73.79
Change-$0.17 (-0.23%)
VolumeN/A
Net Assets142.37B
CWIAX vs SRICX Comparison Chart in %
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CWIAX vs. SRICX commentary
Jan 16, 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 CWIAX is a Hold and SRICX is a Hold.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 142B vs. SRICX (22.6M). SRICX (1.56) and CWIAX (1.52) have matching dividends . 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 : 18.87 vs. SRICX (10.28). CWIAX return over 5 years is better than : 33.89 vs. SRICX (-1.51).
| 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 | 3.725 | 2.445 | 152% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 22.6M | 628,319% |
| Annual Yield % from dividends | 1.52 | 1.56 | 98% |
| Returns for 1 year | 18.87 | 10.28 | 184% |
| Returns for 3 years | 43.38 | 14.08 | 308% |
| Returns for 5 years | 33.89 | -1.51 | -2,243% |
| Returns for 10 years | 123.34 | 6.60 | 1,870% |
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