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CWIFX vs SRIAX
CWIFX vs SRIAX Comparison
Open Charts CWIFX vs SRIAX
American Funds Capital World Gr&Inc 529F
Price$72.49
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets137.49B
CWIFX vs SRIAX Comparison Chart in %
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CWIFX vs. SRIAX commentary
Aug 18, 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: 137B vs. SRIAX (22.4M). CWIFX pays higher dividends than SRIAX: CWIFX (1.60) vs SRIAX (1.36). 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 : 11.58 vs. SRIAX (4.24). CWIFX return over 5 years is better than : 52.56 vs. SRIAX (13.01).
| 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 | 15.587 | 11.920 | 131% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 22.4M | 611,607% |
| Annual Yield % from dividends | 1.60 | 1.36 | 118% |
| Returns for 1 year | 11.58 | 4.24 | 273% |
| Returns for 3 years | 43.22 | 13.82 | 313% |
| Returns for 5 years | 52.56 | 13.01 | 404% |
| Returns for 10 years | 89.56 | -0.21 | -43,415% |
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