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CWIEX vs SRIAX
CWIEX vs SRIAX Comparison
Open Charts CWIEX vs SRIAX
American Funds Capital World Gr&Inc 529E
Price$73.11
Change+$0.33 (+0.45%)
VolumeN/A
Net Assets137.57B
CWIEX vs SRIAX Comparison Chart in %
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CWIEX vs. SRIAX commentary
Sep 09, 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 Buy and SRIAX is a Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 138B vs. SRIAX (22.5M). SRIAX pays higher dividends than CWIEX: SRIAX (1.32) vs CWIEX (1.22). CWIEX was incepted earlier than SRIAX: CWIEX (24 years) vs SRIAX (18 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 : 15.31 vs. SRIAX (5.75). CWIEX return over 5 years is better than : 50.55 vs. SRIAX (14.39).
| 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 | 18 years | - |
| Gain YTD | 16.523 | 13.120 | 126% |
| Front Load | N/A | 6% | - |
| 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 | 1.22 | 1.32 | 92% |
| Returns for 1 year | 15.31 | 5.75 | 266% |
| Returns for 3 years | 49.81 | 22.05 | 226% |
| Returns for 5 years | 50.55 | 14.39 | 351% |
| Returns for 10 years | 95.02 | 7.33 | 1,296% |
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