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CWIFX vs SRIDX
CWIFX vs SRIDX Comparison
Open Charts CWIFX vs SRIDX
American Funds Capital World Gr&Inc 529F
Price$72.49
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets137.49B
CWIFX vs SRIDX Comparison Chart in %
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CWIFX vs. SRIDX 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 SRIDX is a Hold.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 137B vs. SRIDX (22.4M). CWIFX pays higher dividends than SRIDX: CWIFX (1.60) vs SRIDX (1.31). 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 : 11.58 vs. SRIDX (4.23). CWIFX return over 5 years is better than : 52.56 vs. SRIDX (13.67).
| 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 | 15.587 | 11.941 | 131% |
| 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 | 1.31 | 122% |
| Returns for 1 year | 11.58 | 4.23 | 274% |
| Returns for 3 years | 43.22 | 13.85 | 312% |
| Returns for 5 years | 52.56 | 13.67 | 385% |
| Returns for 10 years | 89.56 | 2.34 | 3,834% |
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