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CWIEX vs SRICX
CWIEX vs SRICX Comparison
Open Charts CWIEX vs SRICX
American Funds Capital World Gr&Inc 529E
Price$73.11
Change+$0.33 (+0.45%)
VolumeN/A
Net Assets137.57B
CWIEX vs SRICX Comparison Chart in %
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CWIEX vs. SRICX commentary
Sep 10, 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.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 138B vs. SRICX (22.5M). SRICX pays higher dividends than CWIEX: SRICX (1.52) vs CWIEX (1.22). CWIEX was incepted earlier than SRICX: CWIEX (24 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 : 15.31 vs. SRICX (5.66). CWIEX return over 5 years is better than : 50.55 vs. SRICX (11.57).
| 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 | 18 years | - |
| Gain YTD | 16.523 | 13.155 | 126% |
| Front Load | N/A | N/A | - |
| 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 | 1.52 | 80% |
| Returns for 1 year | 15.31 | 5.66 | 271% |
| Returns for 3 years | 49.81 | 21.96 | 227% |
| Returns for 5 years | 50.55 | 11.57 | 437% |
| Returns for 10 years | 95.02 | -1.45 | -6,571% |
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