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CWIAX vs SRICX
CWIAX vs SRICX Comparison
Open Charts CWIAX vs SRICX
American Funds Capital World Gr&Inc 529A
Price$73.25
Change+$0.33 (+0.45%)
VolumeN/A
Net Assets137.57B
CWIAX vs SRICX Comparison Chart in %
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CWIAX vs. SRICX commentary
Sep 10, 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 Buy and SRICX is a Hold.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 138B vs. SRICX (22.5M). SRICX pays higher dividends than CWIAX: SRICX (1.52) vs CWIAX (1.43). 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 : 15.58 vs. SRICX (5.66). CWIAX return over 5 years is better than : 52.31 vs. SRICX (11.57).
| 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 | 16.728 | 13.155 | 127% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138B | 22.5M | 613,333% |
| Annual Yield % from dividends | 1.43 | 1.52 | 94% |
| Returns for 1 year | 15.58 | 5.66 | 275% |
| Returns for 3 years | 50.86 | 21.96 | 232% |
| Returns for 5 years | 52.31 | 11.57 | 452% |
| Returns for 10 years | 99.53 | -1.45 | -6,882% |
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