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CWIAX vs SRICX
CWIAX vs SRICX Comparison
Open Charts CWIAX vs SRICX
American Funds Capital World Gr&Inc 529A
Price$71.05
Change+$0.43 (+0.61%)
VolumeN/A
Net Assets135.09B
CWIAX vs SRICX Comparison Chart in %
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CWIAX vs. SRICX commentary
Aug 08, 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 SRICX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 135B vs. SRICX (21.8M). SRICX pays higher dividends than CWIAX: SRICX (1.57) vs CWIAX (1.46). CWIAX was incepted earlier than SRICX: CWIAX (23 years) vs SRICX (18 years). SRICX (3.33) is less costly to investors than CWIAX (0.78). CWIAX is a more actively managed with annual turnover of: 27.00 vs. SRICX (23.00). CWIAX has a lower initial minimum investment than SRICX: CWIAX (250) vs SRICX (1000). CWIAX annual gain was more profitable for investors over the last year : 15.76 vs. SRICX (5.01). CWIAX return over 5 years is better than : 49.68 vs. SRICX (7.39).
| CWIAX | SRICX | CWIAX / SRICX | |
| Total Expense Ratio | 0.78 | 0.90 | 87% |
| Annual Report Gross Expense Ratio | 0.78 | 3.33 | 23% |
| Fund Existence | 23 years | 18 years | - |
| Gain YTD | 13.222 | 8.372 | 158% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 21.8M | 619,266% |
| Annual Yield % from dividends | 1.46 | 1.57 | 93% |
| Returns for 1 year | 15.76 | 5.01 | 315% |
| Returns for 3 years | 44.28 | 13.70 | 323% |
| Returns for 5 years | 49.68 | 7.39 | 672% |
| Returns for 10 years | 81.06 | -10.66 | -761% |
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