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CWIAX vs SRIDX
CWIAX vs SRIDX Comparison
Open Charts CWIAX vs SRIDX
American Funds Capital World Gr&Inc 529A
Price$72.47
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets137.49B
CWIAX vs SRIDX Comparison Chart in %
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CWIAX vs. SRIDX commentary
Aug 18, 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 SRIDX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 137B vs. SRIDX (22.4M). CWIAX pays higher dividends than SRIDX: CWIAX (1.46) vs SRIDX (1.31). CWIAX was incepted earlier than SRIDX: CWIAX (24 years) vs SRIDX (18 years). SRIDX (2.32) is less costly to investors than CWIAX (0.78). CWIAX is a more actively managed with annual turnover of: 27.00 vs. SRIDX (23.00). CWIAX has a lower initial minimum investment than SRIDX: CWIAX (250) vs SRIDX (1000). CWIAX annual gain was more profitable for investors over the last year : 11.41 vs. SRIDX (4.23). CWIAX return over 5 years is better than : 51.32 vs. SRIDX (13.67).
| CWIAX | SRIDX | CWIAX / SRIDX | |
| Total Expense Ratio | 0.78 | 0.90 | 87% |
| Annual Report Gross Expense Ratio | 0.78 | 2.32 | 34% |
| Fund Existence | 24 years | 18 years | - |
| Gain YTD | 15.485 | 11.941 | 130% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 22.4M | 611,607% |
| Annual Yield % from dividends | 1.46 | 1.31 | 111% |
| Returns for 1 year | 11.41 | 4.23 | 270% |
| Returns for 3 years | 42.58 | 13.85 | 307% |
| Returns for 5 years | 51.32 | 13.67 | 376% |
| Returns for 10 years | 85.94 | 2.34 | 3,679% |
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