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CWIEX vs SRICX
CWIEX vs SRICX Comparison
Open Charts CWIEX vs SRICX
American Funds Capital World Gr&Inc 529E
Price$76.86
Change+$0.54 (+0.71%)
VolumeN/A
Net Assets142.32B
CWIEX vs SRICX Comparison Chart in %
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CWIEX vs. SRICX commentary
Dec 05, 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 SRICX is a Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 142B vs. SRICX (22.5M). CWIEX pays higher dividends than SRICX: CWIEX (1.14) vs SRICX (0.00). CWIEX was incepted earlier than SRICX: CWIEX (24 years) vs SRICX (19 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 : 12.74 vs. SRICX (9.97). CWIEX return over 5 years is better than : 42.81 vs. SRICX (9.62).
| CWIEX | SRICX | CWIEX / SRICX | |
| Total Expense Ratio | 1.00 | 0.90 | 111% |
| Annual Report Gross Expense Ratio | 1.00 | 3.33 | 30% |
| Fund Existence | 24 years | 19 years | - |
| Gain YTD | 22.743 | 15.731 | 145% |
| Front Load | N/A | N/A | - |
| 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 | 12.74 | 9.97 | 128% |
| Returns for 3 years | 50.49 | 22.31 | 226% |
| Returns for 5 years | 42.81 | 9.62 | 445% |
| Returns for 10 years | 99.74 | 0.57 | 17,398% |
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