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CWIEX vs SRICX
CWIEX vs SRICX Comparison
Open Charts CWIEX vs SRICX
American Funds Capital World Gr&Inc 529E
Price$73.67
Change-$0.17 (-0.23%)
VolumeN/A
Net Assets142.37B
CWIEX vs SRICX Comparison Chart in %
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CWIEX vs. SRICX commentary
Jan 15, 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 Hold and SRICX is a Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 142B vs. SRICX (22.6M). SRICX pays higher dividends than CWIEX: SRICX (1.56) vs CWIEX (1.30). 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 : 18.57 vs. SRICX (10.28). CWIEX return over 5 years is better than : 32.31 vs. SRICX (-1.51).
| 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 | 3.717 | 2.445 | 152% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 22.6M | 628,319% |
| Annual Yield % from dividends | 1.30 | 1.56 | 84% |
| Returns for 1 year | 18.57 | 10.28 | 181% |
| Returns for 3 years | 42.33 | 14.08 | 301% |
| Returns for 5 years | 32.31 | -1.51 | -2,138% |
| Returns for 10 years | 118.27 | 6.60 | 1,793% |
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