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CWIFX vs SRIDX
CWIFX vs SRIDX Comparison
Open Charts CWIFX vs SRIDX
American Funds Capital World Gr&Inc 529F
Price$72.94
Change+$0.34 (+0.47%)
VolumeN/A
Net Assets137.57B
CWIFX vs SRIDX Comparison Chart in %
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CWIFX vs. SRIDX commentary
Sep 08, 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 SRIDX is a Hold.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 138B vs. SRIDX (22.5M). CWIFX pays higher dividends than SRIDX: CWIFX (1.57) vs SRIDX (1.28). CWIFX was incepted earlier than SRIDX: CWIFX (23 years) vs SRIDX (18 years). SRIDX (2.32) is less costly to investors than CWIFX (0.86). CWIFX is a more actively managed with annual turnover of: 27.00 vs. SRIDX (23.00). CWIFX has a lower initial minimum investment than SRIDX: CWIFX (250) vs SRIDX (1000). CWIFX annual gain was more profitable for investors over the last year : 13.31 vs. SRIDX (3.77). CWIFX return over 5 years is better than : 52.14 vs. SRIDX (14.54).
| CWIFX | SRIDX | CWIFX / SRIDX | |
| Total Expense Ratio | 0.86 | 0.90 | 96% |
| Annual Report Gross Expense Ratio | 0.86 | 2.32 | 37% |
| Fund Existence | 23 years | 18 years | - |
| Gain YTD | 16.304 | 12.635 | 129% |
| 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 | 1.28 | 123% |
| Returns for 1 year | 13.31 | 3.77 | 353% |
| Returns for 3 years | 56.25 | 26.08 | 216% |
| Returns for 5 years | 52.14 | 14.54 | 359% |
| Returns for 10 years | 102.66 | 8.79 | 1,168% |
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