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CWIEX vs SRIGX
CWIEX vs SRIGX Comparison
Open Charts CWIEX vs SRIGX
American Funds Capital World Gr&Inc 529E
Price$73.11
Change+$0.33 (+0.45%)
VolumeN/A
Net Assets137.57B
CWIEX vs SRIGX Comparison Chart in %
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CWIEX vs. SRIGX commentary
Sep 09, 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 SRIGX is a Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 138B vs. SRIGX (22.5M). SRIGX pays higher dividends than CWIEX: SRIGX (1.32) vs CWIEX (1.22). CWIEX was incepted earlier than SRIGX: CWIEX (24 years) vs SRIGX (18 years). SRIGX (2.57) is less costly to investors than CWIEX (1.00). CWIEX is a more actively managed with annual turnover of: 27.00 vs. SRIGX (23.00). CWIEX has a lower initial minimum investment than SRIGX: CWIEX (250) vs SRIGX (1000). CWIEX annual gain was more profitable for investors over the last year : 15.31 vs. SRIGX (5.66). CWIEX return over 5 years is better than : 50.55 vs. SRIGX (14.38).
| CWIEX | SRIGX | CWIEX / SRIGX | |
| Total Expense Ratio | 1.00 | 0.90 | 111% |
| Annual Report Gross Expense Ratio | 1.00 | 2.57 | 39% |
| Fund Existence | 24 years | 18 years | - |
| Gain YTD | 16.523 | 13.019 | 127% |
| 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 | 1.32 | 92% |
| Returns for 1 year | 15.31 | 5.66 | 270% |
| Returns for 3 years | 49.81 | 21.93 | 227% |
| Returns for 5 years | 50.55 | 14.38 | 352% |
| Returns for 10 years | 95.02 | 7.32 | 1,298% |
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