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CWIEX vs SRICX
CWIEX vs SRICX Comparison
Open Charts CWIEX vs SRICX
American Funds Capital World Gr&Inc 529E
Price$74.52
Change-$1.08 (-1.43%)
VolumeN/A
Net Assets142.37B
CWIEX vs SRICX Comparison Chart in %
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CWIEX vs. SRICX commentary
Feb 05, 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 Buy and SRICX is a Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 142B vs. SRICX (22.8M). SRICX pays higher dividends than CWIEX: SRICX (1.52) vs CWIEX (1.24). 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 : 15.93 vs. SRICX (6.05). CWIEX return over 5 years is better than : 31.71 vs. SRICX (-2.17).
| 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 | 4.913 | 2.620 | 188% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 22.8M | 622,807% |
| Annual Yield % from dividends | 1.24 | 1.52 | 82% |
| Returns for 1 year | 15.93 | 6.05 | 263% |
| Returns for 3 years | 42.06 | 12.81 | 328% |
| Returns for 5 years | 31.71 | -2.17 | -1,459% |
| Returns for 10 years | 119.07 | 4.86 | 2,448% |
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