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CWIEX vs SRIAX
CWIEX vs SRIAX Comparison
Open Charts CWIEX vs SRIAX
American Funds Capital World Gr&Inc 529E
Price$74.52
Change-$1.08 (-1.43%)
VolumeN/A
Net Assets142.37B
CWIEX vs SRIAX Comparison Chart in %
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CWIEX vs. SRIAX commentary
Feb 04, 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 CWIEX is a Buy and SRIAX is a Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 142B vs. SRIAX (22.7M). SRIAX pays higher dividends than CWIEX: SRIAX (1.32) vs CWIEX (1.24). CWIEX was incepted earlier than SRIAX: CWIEX (24 years) vs SRIAX (19 years). SRIAX (2.57) is less costly to investors than CWIEX (1.00). CWIEX is a more actively managed with annual turnover of: 27.00 vs. SRIAX (23.00). CWIEX has a lower initial minimum investment than SRIAX: CWIEX (250) vs SRIAX (1000). CWIEX annual gain was more profitable for investors over the last year : 15.93 vs. SRIAX (6.11). CWIEX return over 5 years is better than : 31.71 vs. SRIAX (-0.41).
| CWIEX | SRIAX | CWIEX / SRIAX | |
| Total Expense Ratio | 1.00 | 0.90 | 111% |
| Annual Report Gross Expense Ratio | 1.00 | 2.57 | 39% |
| Fund Existence | 24 years | 19 years | - |
| Gain YTD | 4.913 | 2.654 | 185% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 22.7M | 625,551% |
| Annual Yield % from dividends | 1.24 | 1.32 | 94% |
| Returns for 1 year | 15.93 | 6.11 | 261% |
| Returns for 3 years | 42.06 | 12.97 | 324% |
| Returns for 5 years | 31.71 | -0.41 | -7,738% |
| Returns for 10 years | 119.07 | 13.77 | 865% |
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