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CWIAX vs SRICX
CWIAX vs SRICX Comparison
Open Charts CWIAX vs SRICX
American Funds Capital World Gr&Inc 529A
Price$75.77
Change+$0.34 (+0.45%)
VolumeN/A
Net Assets142.48B
CWIAX vs SRICX Comparison Chart in %
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CWIAX vs. SRICX commentary
Oct 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 Buy and SRICX is a Hold.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 142B vs. SRICX (22.6M). SRICX pays higher dividends than CWIAX: SRICX (1.52) vs CWIAX (1.39). 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 : 13.05 vs. SRICX (2.95). CWIAX return over 5 years is better than : 59.53 vs. SRICX (13.53).
| CWIAX | SRICX | CWIAX / SRICX | |
| Total Expense Ratio | 0.78 | 0.90 | 87% |
| Annual Report Gross Expense Ratio | 0.78 | 3.33 | 23% |
| Fund Existence | 24 years | 18 years | - |
| Gain YTD | 21.061 | 13.891 | 152% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 22.6M | 628,319% |
| Annual Yield % from dividends | 1.39 | 1.52 | 91% |
| Returns for 1 year | 13.05 | 2.95 | 442% |
| Returns for 3 years | 64.94 | 30.61 | 212% |
| Returns for 5 years | 59.53 | 13.53 | 440% |
| Returns for 10 years | 106.32 | -1.46 | -7,263% |
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