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CWIEX vs SRIDX
CWIEX vs SRIDX Comparison
Open Charts CWIEX vs SRIDX
American Funds Capital World Gr&Inc 529E
Price$76.86
Change+$0.54 (+0.71%)
VolumeN/A
Net Assets142.32B
CWIEX vs SRIDX Comparison Chart in %
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CWIEX vs. SRIDX commentary
Dec 04, 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 SRIDX is a Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 142B vs. SRIDX (22.5M). CWIEX pays higher dividends than SRIDX: CWIEX (1.14) vs SRIDX (0.00). CWIEX was incepted earlier than SRIDX: CWIEX (24 years) vs SRIDX (19 years). SRIDX (2.32) is less costly to investors than CWIEX (1.00). CWIEX is a more actively managed with annual turnover of: 27.00 vs. SRIDX (23.00). CWIEX has a lower initial minimum investment than SRIDX: CWIEX (250) vs SRIDX (1000). CWIEX annual gain was more profitable for investors over the last year : 12.34 vs. SRIDX (9.21). CWIEX return over 5 years is better than : 42.72 vs. SRIDX (12.44).
| CWIEX | SRIDX | CWIEX / SRIDX | |
| Total Expense Ratio | 1.00 | 0.90 | 111% |
| Annual Report Gross Expense Ratio | 1.00 | 2.32 | 43% |
| Fund Existence | 24 years | 19 years | - |
| Gain YTD | 21.753 | 15.100 | 144% |
| 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 | 12.34 | 9.21 | 134% |
| Returns for 3 years | 49.28 | 21.71 | 227% |
| Returns for 5 years | 42.72 | 12.44 | 343% |
| Returns for 10 years | 98.13 | 11.32 | 867% |
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