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CWIEX vs SRIDX
CWIEX vs SRIDX Comparison
Open Charts CWIEX vs SRIDX
American Funds Capital World Gr&Inc 529E
Price$74.11
Change-$0.41 (-0.55%)
VolumeN/A
Net Assets142.37B
CWIEX vs SRIDX Comparison Chart in %
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CWIEX vs. SRIDX 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 SRIDX is a Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 142B vs. SRIDX (22.9M). SRIDX (1.27) and CWIEX (1.24) have matching dividends . 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 : 15.93 vs. SRIDX (6.11). CWIEX return over 5 years is better than : 31.71 vs. SRIDX (0.01).
| 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 | 4.913 | 2.701 | 182% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 22.9M | 620,087% |
| Annual Yield % from dividends | 1.24 | 1.27 | 98% |
| Returns for 1 year | 15.93 | 6.11 | 261% |
| Returns for 3 years | 42.06 | 12.96 | 325% |
| Returns for 5 years | 31.71 | 0.01 | 482,237% |
| Returns for 10 years | 119.07 | 16.48 | 723% |
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