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CWIAX vs SRIDX
CWIAX vs SRIDX Comparison
Open Charts CWIAX vs SRIDX
American Funds Capital World Gr&Inc 529A
Price$75.20
Change-$0.49 (-0.65%)
VolumeN/A
Net Assets141.83B
CWIAX vs SRIDX Comparison Chart in %
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CWIAX vs. SRIDX commentary
Oct 23, 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 Hold and SRIDX is a Hold.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 142B vs. SRIDX (22.5M). CWIAX pays higher dividends than SRIDX: CWIAX (1.39) vs SRIDX (1.27). 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 : 11.25 vs. SRIDX (1.63). CWIAX return over 5 years is better than : 54.47 vs. SRIDX (11.62).
| 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 | 20.150 | 13.559 | 149% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 22.5M | 631,111% |
| Annual Yield % from dividends | 1.39 | 1.27 | 109% |
| Returns for 1 year | 11.25 | 1.63 | 689% |
| Returns for 3 years | 66.56 | 33.73 | 197% |
| Returns for 5 years | 54.47 | 11.62 | 469% |
| Returns for 10 years | 96.52 | 5.19 | 1,861% |
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