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CWIFX vs SRIAX
CWIFX vs SRIAX Comparison
Open Charts CWIFX vs SRIAX
American Funds Capital World Gr&Inc 529F
Price$74.66
Change-$1.06 (-1.40%)
VolumeN/A
Net Assets142.37B
CWIFX vs SRIAX Comparison Chart in %
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CWIFX vs. SRIAX 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 CWIFX is a Buy and SRIAX is a Hold.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 142B vs. SRIAX (22.7M). CWIFX pays higher dividends than SRIAX: CWIFX (1.59) vs SRIAX (1.32). CWIFX was incepted earlier than SRIAX: CWIFX (23 years) vs SRIAX (19 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 : 16.37 vs. SRIAX (6.11). CWIFX return over 5 years is better than : 34.32 vs. SRIAX (-0.41).
| 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 | 19 years | - |
| Gain YTD | 4.948 | 2.654 | 186% |
| Front Load | N/A | 6% | - |
| 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 | 1.59 | 1.32 | 120% |
| Returns for 1 year | 16.37 | 6.11 | 268% |
| Returns for 3 years | 43.74 | 12.97 | 337% |
| Returns for 5 years | 34.32 | -0.41 | -8,374% |
| Returns for 10 years | 128.46 | 13.77 | 933% |
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