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CWIEX vs SRIAX
CWIEX vs SRIAX Comparison
Open Charts CWIEX vs SRIAX
American Funds Capital World Gr&Inc 529E
Price$76.86
Change+$0.54 (+0.71%)
VolumeN/A
Net Assets142.32B
CWIEX vs SRIAX Comparison Chart in %
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CWIEX vs. SRIAX commentary
Dec 04, 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 CWIEX is a StrongBuy and SRIAX is a Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 142B vs. SRIAX (22.5M). CWIEX pays higher dividends than SRIAX: CWIEX (1.14) vs SRIAX (0.00). 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 : 12.34 vs. SRIAX (9.26). CWIEX return over 5 years is better than : 42.72 vs. SRIAX (12.03).
| 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 | 21.753 | 15.120 | 144% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 22.5M | 631,111% |
| Annual Yield % from dividends | 1.14 | 0.00 | - |
| Returns for 1 year | 12.34 | 9.26 | 133% |
| Returns for 3 years | 49.28 | 21.69 | 227% |
| Returns for 5 years | 42.72 | 12.03 | 355% |
| Returns for 10 years | 98.13 | 8.69 | 1,129% |
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