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CWIFX vs SRIAX
CWIFX vs SRIAX Comparison
Open Charts CWIFX vs SRIAX
American Funds Capital World Gr&Inc 529F
Price$73.27
Change+$0.33 (+0.45%)
VolumeN/A
Net Assets137.57B
CWIFX vs SRIAX Comparison Chart in %
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CWIFX vs. SRIAX 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 CWIFX is a Buy and SRIAX is a Hold.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 138B vs. SRIAX (22.5M). CWIFX pays higher dividends than SRIAX: CWIFX (1.57) vs SRIAX (1.32). CWIFX was incepted earlier than SRIAX: CWIFX (23 years) vs SRIAX (18 years). SRIAX (2.57) is less costly to investors than CWIFX (0.86). CWIFX is a more actively managed with annual turnover of: 27.00 vs. SRIAX (23.00). CWIFX has a lower initial minimum investment than SRIAX: CWIFX (250) vs SRIAX (1000). CWIFX annual gain was more profitable for investors over the last year : 15.74 vs. SRIAX (5.75). CWIFX return over 5 years is better than : 53.52 vs. SRIAX (14.39).
| CWIFX | SRIAX | CWIFX / SRIAX | |
| Total Expense Ratio | 0.86 | 0.90 | 96% |
| Annual Report Gross Expense Ratio | 0.86 | 2.57 | 33% |
| Fund Existence | 23 years | 18 years | - |
| Gain YTD | 16.830 | 13.120 | 128% |
| Front Load | N/A | 6% | - |
| 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 | 1.57 | 1.32 | 118% |
| Returns for 1 year | 15.74 | 5.75 | 274% |
| Returns for 3 years | 51.54 | 22.05 | 234% |
| Returns for 5 years | 53.52 | 14.39 | 372% |
| Returns for 10 years | 103.39 | 7.33 | 1,410% |
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