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CWIFX vs SRIDX
CWIFX vs SRIDX Comparison
Open Charts CWIFX vs SRIDX
American Funds Capital World Gr&Inc 529F
Price$74.25
Change-$0.41 (-0.55%)
VolumeN/A
Net Assets142.37B
CWIFX vs SRIDX Comparison Chart in %
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CWIFX vs. SRIDX commentary
Feb 05, 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 Buy and SRIDX is a Hold.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 142B vs. SRIDX (22.9M). CWIFX pays higher dividends than SRIDX: CWIFX (1.59) vs SRIDX (1.27). CWIFX was incepted earlier than SRIDX: CWIFX (23 years) vs SRIDX (19 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 : 16.37 vs. SRIDX (6.11). CWIFX return over 5 years is better than : 34.32 vs. SRIDX (0.01).
| 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 | 19 years | - |
| Gain YTD | 4.948 | 2.701 | 183% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 22.9M | 620,087% |
| Annual Yield % from dividends | 1.59 | 1.27 | 125% |
| Returns for 1 year | 16.37 | 6.11 | 268% |
| Returns for 3 years | 43.74 | 12.96 | 338% |
| Returns for 5 years | 34.32 | 0.01 | 521,889% |
| Returns for 10 years | 128.46 | 16.48 | 780% |
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