CWIAX
Price
$72.52
Change
+$0.07 (+0.10%)
Updated
Aug 27 closing price
Net Assets
136.73B
SRIGX
Price
$14.17
Change
+$0.01 (+0.07%)
Updated
Aug 26 closing price
Net Assets
22.62M
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CWIAX vs SRIGX

Header iconCWIAX vs SRIGX Comparison
Open Charts CWIAX vs SRIGXBanner chart's image
American Funds Capital World Gr&Inc 529A
Price$72.52
Change+$0.07 (+0.10%)
VolumeN/A
Net Assets136.73B
Gabelli SRI AAA
Price$14.17
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets22.62M
CWIAX vs SRIGX Comparison Chart in %
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CWIAX vs. SRIGX commentary
Aug 28, 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 Buy.

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FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 137B vs. SRIGX (22.6M). CWIAX pays higher dividends than SRIGX: CWIAX (1.46) vs SRIGX (1.36). 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 : 9.57 vs. SRIGX (2.86). CWIAX return over 5 years is better than : 47.25 vs. SRIGX (13.34).
CWIAXSRIGXCWIAX / SRIGX
Total Expense Ratio0.780.9087%
Annual Report Gross Expense Ratio0.782.5730%
Fund Existence24 years18 years-
Gain YTD15.56513.179118%
Front Load4%N/A-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets137B22.6M606,195%
Annual Yield % from dividends1.461.36107%
Returns for 1 year9.572.86334%
Returns for 3 years49.4522.81217%
Returns for 5 years47.2513.34354%
Returns for 10 years95.156.051,572%
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