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CWIAX vs SRIAX
CWIAX vs SRIAX Comparison
Open Charts CWIAX vs SRIAX
American Funds Capital World Gr&Inc 529A
Price$72.92
Change+$0.34 (+0.47%)
VolumeN/A
Net Assets136.94B
CWIAX vs SRIAX Comparison Chart in %
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CWIAX vs. SRIAX commentary
Sep 06, 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 StrongBuy and SRIAX is a Hold.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 137B vs. SRIAX (22.6M). 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 : 12.62 vs. SRIAX (4.21). CWIAX return over 5 years is better than : 50.23 vs. SRIAX (14.31).
| 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 | 15.660 | 13.120 | 119% |
| Front Load | 4% | 6% | 61% |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 22.6M | 606,195% |
| Annual Yield % from dividends | 1.43 | 1.32 | 108% |
| Returns for 1 year | 12.62 | 4.21 | 300% |
| Returns for 3 years | 54.83 | 26.64 | 206% |
| Returns for 5 years | 50.23 | 14.31 | 351% |
| Returns for 10 years | 97.83 | 6.58 | 1,487% |
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