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CWIFX vs SRIGX
CWIFX vs SRIGX Comparison
Open Charts CWIFX vs SRIGX
American Funds Capital World Gr&Inc 529F
Price$74.66
Change-$1.06 (-1.40%)
VolumeN/A
Net Assets142.37B
CWIFX vs SRIGX Comparison Chart in %
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CWIFX vs. SRIGX 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 SRIGX is a Hold.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 142B vs. SRIGX (22.7M). CWIFX pays higher dividends than SRIGX: CWIFX (1.59) vs SRIGX (1.32). CWIFX was incepted earlier than SRIGX: CWIFX (23 years) vs SRIGX (19 years). SRIGX (2.57) is less costly to investors than CWIFX (0.86). CWIFX is a more actively managed with annual turnover of: 27.00 vs. SRIGX (23.00). CWIFX has a lower initial minimum investment than SRIGX: CWIFX (250) vs SRIGX (1000). CWIFX annual gain was more profitable for investors over the last year : 16.37 vs. SRIGX (6.10). CWIFX return over 5 years is better than : 34.32 vs. SRIGX (-0.41).
| CWIFX | SRIGX | CWIFX / SRIGX | |
| Total Expense Ratio | 0.86 | 0.90 | 96% |
| Annual Report Gross Expense Ratio | 0.86 | 2.57 | 33% |
| Fund Existence | 23 years | 19 years | - |
| Gain YTD | 4.948 | 2.727 | 181% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 22.7M | 625,551% |
| Annual Yield % from dividends | 1.59 | 1.32 | 120% |
| Returns for 1 year | 16.37 | 6.10 | 268% |
| Returns for 3 years | 43.74 | 12.95 | 338% |
| Returns for 5 years | 34.32 | -0.41 | -8,439% |
| Returns for 10 years | 128.46 | 13.84 | 928% |
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