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CWIAX vs SRIGX
CWIAX vs SRIGX Comparison
Open Charts CWIAX vs SRIGX
American Funds Capital World Gr&Inc 529A
Price$71.05
Change+$0.43 (+0.61%)
VolumeN/A
Net Assets134.28B
CWIAX vs SRIGX Comparison Chart in %
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CWIAX vs. SRIGX commentary
Aug 07, 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 Hold.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 134B vs. SRIGX (21.7M). CWIAX pays higher dividends than SRIGX: CWIAX (1.46) vs SRIGX (1.36). CWIAX was incepted earlier than SRIGX: CWIAX (23 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 : 15.76 vs. SRIGX (5.05). CWIAX return over 5 years is better than : 49.68 vs. SRIGX (10.11).
| CWIAX | SRIGX | CWIAX / SRIGX | |
| Total Expense Ratio | 0.78 | 0.90 | 87% |
| Annual Report Gross Expense Ratio | 0.78 | 2.57 | 30% |
| Fund Existence | 23 years | 18 years | - |
| Gain YTD | 13.222 | 8.307 | 159% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 134B | 21.7M | 617,512% |
| Annual Yield % from dividends | 1.46 | 1.36 | 107% |
| Returns for 1 year | 15.76 | 5.05 | 312% |
| Returns for 3 years | 44.28 | 13.76 | 322% |
| Returns for 5 years | 49.68 | 10.11 | 491% |
| Returns for 10 years | 81.06 | -2.64 | -3,072% |
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