CWIAX
Price
$72.87
Change
+$0.35 (+0.48%)
Updated
Aug 28 closing price
Net Assets
136.73B
SRICX
Price
$12.34
Change
+$0.02 (+0.16%)
Updated
Aug 28 closing price
Net Assets
22.62M
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CWIAX vs SRICX

Header iconCWIAX vs SRICX Comparison
Open Charts CWIAX vs SRICXBanner chart's image
American Funds Capital World Gr&Inc 529A
Price$72.87
Change+$0.35 (+0.48%)
VolumeN/A
Net Assets136.73B
Gabelli SRI C
Price$12.34
Change+$0.02 (+0.16%)
VolumeN/A
Net Assets22.62M
CWIAX vs SRICX Comparison Chart in %
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CWIAX vs. SRICX commentary
Aug 30, 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.

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FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 137B vs. SRICX (22.6M). SRICX pays higher dividends than CWIAX: SRICX (1.57) vs CWIAX (1.46). CWIAX was incepted earlier than SRICX: CWIAX (24 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 : 10.60 vs. SRICX (3.13). CWIAX return over 5 years is better than : 47.96 vs. SRICX (9.99).
CWIAXSRICXCWIAX / SRICX
Total Expense Ratio0.780.9087%
Annual Report Gross Expense Ratio0.783.3323%
Fund Existence24 years18 years-
Gain YTD16.12213.339121%
Front Load4%N/A-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets137B22.6M606,195%
Annual Yield % from dividends1.461.5793%
Returns for 1 year10.603.13339%
Returns for 3 years50.9623.55216%
Returns for 5 years47.969.99480%
Returns for 10 years97.64-2.23-4,378%
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