CWIEX
Price
$72.35
Change
+$0.06 (+0.08%)
Updated
Aug 15 closing price
Net Assets
137.49B
SRICX
Price
$12.17
Change
-$0.03 (-0.25%)
Updated
Aug 15 closing price
Net Assets
22.45M
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CWIEX vs SRICX

Header iconCWIEX vs SRICX Comparison
Open Charts CWIEX vs SRICXBanner chart's image
American Funds Capital World Gr&Inc 529E
Price$72.35
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets137.49B
Gabelli SRI C
Price$12.17
Change-$0.03 (-0.25%)
VolumeN/A
Net Assets22.45M
CWIEX vs SRICX Comparison Chart in %
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CWIEX vs. SRICX commentary
Aug 18, 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 SRICX is a Hold.

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FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 137B vs. SRICX (22.4M). SRICX pays higher dividends than CWIEX: SRICX (1.57) vs CWIEX (1.25). CWIEX was incepted earlier than SRICX: CWIEX (23 years) vs SRICX (18 years). SRICX (3.33) is less costly to investors than CWIEX (1.00). CWIEX is a more actively managed with annual turnover of: 27.00 vs. SRICX (23.00). CWIEX has a lower initial minimum investment than SRICX: CWIEX (250) vs SRICX (1000). CWIEX annual gain was more profitable for investors over the last year : 11.15 vs. SRICX (4.19). CWIEX return over 5 years is better than : 49.58 vs. SRICX (10.20).
CWIEXSRICXCWIEX / SRICX
Total Expense Ratio1.000.90111%
Annual Report Gross Expense Ratio1.003.3330%
Fund Existence23 years18 years-
Gain YTD15.31211.960128%
Front LoadN/AN/A-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets137B22.4M611,607%
Annual Yield % from dividends1.251.5780%
Returns for 1 year11.154.19266%
Returns for 3 years41.5813.82301%
Returns for 5 years49.5810.20486%
Returns for 10 years81.77-8.41-973%
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