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CWIAX vs SRIDX
CWIAX vs SRIDX Comparison
Open Charts CWIAX vs SRIDX
American Funds Capital World Gr&Inc 529A
Price$72.92
Change+$0.34 (+0.47%)
VolumeN/A
Net Assets137.57B
CWIAX vs SRIDX Comparison Chart in %
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CWIAX vs. SRIDX commentary
Sep 08, 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 SRIDX is a Hold.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 138B vs. SRIDX (22.5M). CWIAX pays higher dividends than SRIDX: CWIAX (1.43) vs SRIDX (1.28). CWIAX was incepted earlier than SRIDX: CWIAX (24 years) vs SRIDX (18 years). SRIDX (2.32) is less costly to investors than CWIAX (0.78). CWIAX is a more actively managed with annual turnover of: 27.00 vs. SRIDX (23.00). CWIAX has a lower initial minimum investment than SRIDX: CWIAX (250) vs SRIDX (1000). CWIAX annual gain was more profitable for investors over the last year : 13.15 vs. SRIDX (3.77). CWIAX return over 5 years is better than : 50.93 vs. SRIDX (14.54).
| CWIAX | SRIDX | CWIAX / SRIDX | |
| Total Expense Ratio | 0.78 | 0.90 | 87% |
| Annual Report Gross Expense Ratio | 0.78 | 2.32 | 34% |
| Fund Existence | 24 years | 18 years | - |
| Gain YTD | 16.202 | 12.635 | 128% |
| 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 | 1.28 | 112% |
| Returns for 1 year | 13.15 | 3.77 | 349% |
| Returns for 3 years | 55.56 | 26.08 | 213% |
| Returns for 5 years | 50.93 | 14.54 | 350% |
| Returns for 10 years | 98.76 | 8.79 | 1,124% |
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