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CWIAX vs SRIAX
CWIAX vs SRIAX Comparison
Open Charts CWIAX vs SRIAX
American Funds Capital World Gr&Inc 529A
Price$75.09
Change-$0.08 (-0.11%)
VolumeN/A
Net Assets140.77B
CWIAX vs SRIAX Comparison Chart in %
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CWIAX vs. SRIAX commentary
Oct 19, 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 has more cash in the bank: 141B vs. SRIAX (22.2M). CWIAX (1.39) and SRIAX (1.32) have matching dividends . 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 : 10.77 vs. SRIAX (-1.27). CWIAX return over 5 years is better than : 54.01 vs. SRIAX (9.61).
| 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 | 19.974 | 12.160 | 164% |
| Front Load | 4% | 6% | 61% |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 22.2M | 635,135% |
| Annual Yield % from dividends | 1.39 | 1.32 | 105% |
| Returns for 1 year | 10.77 | -1.27 | -850% |
| Returns for 3 years | 67.94 | 31.29 | 217% |
| Returns for 5 years | 54.01 | 9.61 | 562% |
| Returns for 10 years | 99.76 | 3.08 | 3,239% |
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