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CWIAX vs SRICX
CWIAX vs SRICX Comparison
Open Charts CWIAX vs SRICX
American Funds Capital World Gr&Inc 529A
Price$76.53
Change+$0.74 (+0.98%)
VolumeN/A
Net Assets141.14B
CWIAX vs SRICX Comparison Chart in %
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CWIAX vs. SRICX commentary
Nov 27, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 141B vs. SRICX (22.3M). SRICX pays higher dividends than CWIAX: SRICX (1.52) vs CWIAX (1.36). CWIAX was incepted earlier than SRICX: CWIAX (24 years) vs SRICX (19 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 : 13.83 vs. SRICX (9.11). CWIAX return over 5 years is better than : 45.76 vs. SRICX (9.82).
| 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 | 19 years | - |
| Gain YTD | 22.275 | 14.535 | 153% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 22.3M | 632,287% |
| Annual Yield % from dividends | 1.36 | 1.52 | 89% |
| Returns for 1 year | 13.83 | 9.11 | 152% |
| Returns for 3 years | 53.53 | 19.30 | 277% |
| Returns for 5 years | 45.76 | 9.82 | 466% |
| Returns for 10 years | 102.42 | -1.49 | -6,881% |
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