Interact to see
Advertisement
Advertisement
CWIAX vs SRIAX
CWIAX vs SRIAX Comparison
Open Charts CWIAX vs SRIAX
American Funds Capital World Gr&Inc 529A
Price$74.08
Change-$0.50 (-0.67%)
VolumeN/A
Net Assets140.58B
CWIAX vs SRIAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWIAX vs. SRIAX commentary
Sep 26, 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 CWIAX is a Hold and SRIAX is a Hold.
FUNDAMENTALS
Fundamentals
CWIAX pays higher dividends than SRIAX: CWIAX (1.43) vs SRIAX (1.32). CWIAX was incepted earlier than SRIAX: CWIAX (24 years) vs SRIAX (18 years). SRIAX (2.57) is less costly to investors than CWIAX (0.78). CWIAX is a more actively managed with annual turnover of: 27.00 vs. SRIAX (23.00). SRIAX initial investment is less costly to investors than CWIAX (4%) vs CWIAX (4%). CWIAX has a lower initial minimum investment than SRIAX: CWIAX (250) vs SRIAX (1000). CWIAX annual gain was more profitable for investors over the last year : 10.35 vs. SRIAX (1.84). CWIAX return over 5 years is better than : 57.83 vs. SRIAX (18.44).
| CWIAX | SRIAX | CWIAX / SRIAX | |
| Total Expense Ratio | 0.78 | 0.90 | 87% |
| Annual Report Gross Expense Ratio | 0.78 | 2.57 | 30% |
| Fund Existence | 24 years | 18 years | - |
| Gain YTD | 18.360 | 13.040 | 141% |
| Front Load | 4% | 6% | 61% |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | N/A | - |
| Annual Yield % from dividends | 1.43 | 1.32 | 108% |
| Returns for 1 year | 10.35 | 1.84 | 562% |
| Returns for 3 years | 69.75 | 35.59 | 196% |
| Returns for 5 years | 57.83 | 18.44 | 314% |
| Returns for 10 years | 113.48 | 11.66 | 973% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement