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CWIFX vs SRICX
CWIFX vs SRICX Comparison
Open Charts CWIFX vs SRICX
American Funds Capital World Gr&Inc 529F
Price$73.27
Change+$0.33 (+0.45%)
VolumeN/A
Net Assets137.57B
CWIFX vs SRICX Comparison Chart in %
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CWIFX vs. SRICX commentary
Sep 10, 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 SRICX is a Hold.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 138B vs. SRICX (22.5M). CWIFX (1.57) and SRICX (1.52) have matching dividends . CWIFX was incepted earlier than SRICX: CWIFX (23 years) vs SRICX (18 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 : 15.74 vs. SRICX (5.66). CWIFX return over 5 years is better than : 53.52 vs. SRICX (11.57).
| 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 | 18 years | - |
| Gain YTD | 16.830 | 13.155 | 128% |
| Front Load | N/A | N/A | - |
| 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 | 1.52 | 103% |
| Returns for 1 year | 15.74 | 5.66 | 278% |
| Returns for 3 years | 51.54 | 21.96 | 235% |
| Returns for 5 years | 53.52 | 11.57 | 463% |
| Returns for 10 years | 103.39 | -1.45 | -7,150% |
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