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CWIFX vs SRICX
CWIFX vs SRICX Comparison
Open Charts CWIFX vs SRICX
American Funds Capital World Gr&Inc 529F
Price$73.80
Change-$0.17 (-0.23%)
VolumeN/A
Net Assets142.37B
CWIFX vs SRICX Comparison Chart in %
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CWIFX vs. SRICX commentary
Jan 16, 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 Hold and SRICX is a Hold.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 142B vs. SRICX (22.6M). CWIFX pays higher dividends than SRICX: CWIFX (1.66) vs SRICX (1.56). CWIFX was incepted earlier than SRICX: CWIFX (23 years) vs SRICX (19 years). SRICX (3.33) is less costly to investors than CWIFX (0.86). CWIFX is a more actively managed with annual turnover of: 27.00 vs. SRICX (23.00). CWIFX has a lower initial minimum investment than SRICX: CWIFX (250) vs SRICX (1000). CWIFX annual gain was more profitable for investors over the last year : 19.06 vs. SRICX (10.28). CWIFX return over 5 years is better than : 34.95 vs. SRICX (-1.51).
| CWIFX | SRICX | CWIFX / SRICX | |
| Total Expense Ratio | 0.86 | 0.90 | 96% |
| Annual Report Gross Expense Ratio | 0.86 | 3.33 | 26% |
| Fund Existence | 23 years | 19 years | - |
| Gain YTD | 3.739 | 2.445 | 153% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 22.6M | 628,319% |
| Annual Yield % from dividends | 1.66 | 1.56 | 107% |
| Returns for 1 year | 19.06 | 10.28 | 185% |
| Returns for 3 years | 44.05 | 14.08 | 313% |
| Returns for 5 years | 34.95 | -1.51 | -2,313% |
| Returns for 10 years | 127.65 | 6.60 | 1,935% |
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