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CWIAX vs SRIDX
CWIAX vs SRIDX Comparison
Open Charts CWIAX vs SRIDX
American Funds Capital World Gr&Inc 529A
Price$74.24
Change-$0.41 (-0.55%)
VolumeN/A
Net Assets142.37B
CWIAX vs SRIDX Comparison Chart in %
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CWIAX vs. SRIDX commentary
Feb 05, 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 Buy and SRIDX is a Hold.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 142B vs. SRIDX (22.9M). CWIAX pays higher dividends than SRIDX: CWIAX (1.45) vs SRIDX (1.27). CWIAX was incepted earlier than SRIDX: CWIAX (24 years) vs SRIDX (19 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 : 16.21 vs. SRIDX (6.11). CWIAX return over 5 years is better than : 33.28 vs. SRIDX (0.01).
| 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 | 19 years | - |
| Gain YTD | 4.934 | 2.701 | 183% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 22.9M | 620,087% |
| Annual Yield % from dividends | 1.45 | 1.27 | 114% |
| Returns for 1 year | 16.21 | 6.11 | 265% |
| Returns for 3 years | 43.10 | 12.96 | 333% |
| Returns for 5 years | 33.28 | 0.01 | 506,204% |
| Returns for 10 years | 124.19 | 16.48 | 754% |
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