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CWIEX vs SRIGX
CWIEX vs SRIGX Comparison
Open Charts CWIEX vs SRIGX
American Funds Capital World Gr&Inc 529E
Price$74.52
Change-$1.08 (-1.43%)
VolumeN/A
Net Assets142.37B
CWIEX vs SRIGX Comparison Chart in %
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CWIEX vs. SRIGX 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 SRIGX is a Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 142B vs. SRIGX (22.7M). SRIGX pays higher dividends than CWIEX: SRIGX (1.32) vs CWIEX (1.24). CWIEX was incepted earlier than SRIGX: CWIEX (24 years) vs SRIGX (19 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 : 15.93 vs. SRIGX (6.10). CWIEX return over 5 years is better than : 31.71 vs. SRIGX (-0.41).
| 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 | 19 years | - |
| Gain YTD | 4.913 | 2.727 | 180% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 22.7M | 625,551% |
| Annual Yield % from dividends | 1.24 | 1.32 | 94% |
| Returns for 1 year | 15.93 | 6.10 | 261% |
| Returns for 3 years | 42.06 | 12.95 | 325% |
| Returns for 5 years | 31.71 | -0.41 | -7,798% |
| Returns for 10 years | 119.07 | 13.84 | 861% |
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