Interact to see
Advertisement
Advertisement
CWIFX vs SRICX
CWIFX vs SRICX Comparison
Open Charts CWIFX vs SRICX
American Funds Capital World Gr&Inc 529F
Price$72.49
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets137.49B
CWIFX vs SRICX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWIFX vs. SRICX 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 SRICX is a Hold.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 137B vs. SRICX (22.4M). CWIFX (1.60) and SRICX (1.57) 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 : 11.58 vs. SRICX (4.19). CWIFX return over 5 years is better than : 52.56 vs. SRICX (10.20).
| 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 | 15.587 | 11.960 | 130% |
| Front Load | N/A | N/A | - |
| 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 | 1.57 | 102% |
| Returns for 1 year | 11.58 | 4.19 | 277% |
| Returns for 3 years | 43.22 | 13.82 | 313% |
| Returns for 5 years | 52.56 | 10.20 | 515% |
| Returns for 10 years | 89.56 | -8.41 | -1,065% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement