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CWIAX vs SRIGX
CWIAX vs SRIGX Comparison
Open Charts CWIAX vs SRIGX
American Funds Capital World Gr&Inc 529A
Price$74.53
Change-$0.26 (-0.35%)
VolumeN/A
Net Assets140.8B
CWIAX vs SRIGX Comparison Chart in %
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CWIAX vs. SRIGX commentary
Sep 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 SRIGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 141B vs. SRIGX (22.7M). CWIAX pays higher dividends than SRIGX: CWIAX (1.43) vs SRIGX (1.32). CWIAX was incepted earlier than SRIGX: CWIAX (24 years) vs SRIGX (18 years). SRIGX (2.57) is less costly to investors than CWIAX (0.78). CWIAX is a more actively managed with annual turnover of: 27.00 vs. SRIGX (23.00). CWIAX has a lower initial minimum investment than SRIGX: CWIAX (250) vs SRIGX (1000). CWIAX annual gain was more profitable for investors over the last year : 13.35 vs. SRIGX (2.57). CWIAX return over 5 years is better than : 56.13 vs. SRIGX (15.59).
| CWIAX | SRIGX | CWIAX / SRIGX | |
| Total Expense Ratio | 0.78 | 0.90 | 87% |
| Annual Report Gross Expense Ratio | 0.78 | 2.57 | 30% |
| Fund Existence | 24 years | 18 years | - |
| Gain YTD | 19.079 | 13.179 | 145% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 22.7M | 621,145% |
| Annual Yield % from dividends | 1.43 | 1.32 | 108% |
| Returns for 1 year | 13.35 | 2.57 | 520% |
| Returns for 3 years | 59.83 | 27.01 | 222% |
| Returns for 5 years | 56.13 | 15.59 | 360% |
| Returns for 10 years | 104.24 | 7.02 | 1,485% |
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