Interact to see
Advertisement
Advertisement
CWIAX vs SRIGX
CWIAX vs SRIGX Comparison
Open Charts CWIAX vs SRIGX
American Funds Capital World Gr&Inc 529A
Price$76.00
Change+$0.49 (+0.65%)
VolumeN/A
Net Assets141.87B
CWIAX vs SRIGX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWIAX vs. SRIGX commentary
Oct 09, 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 Buy and SRIGX is a Hold.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 142B vs. SRIGX (22.4M). CWIAX pays higher dividends than SRIGX: CWIAX (1.39) 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 : 12.78 vs. SRIGX (1.84). CWIAX return over 5 years is better than : 55.21 vs. SRIGX (10.86).
| 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 | 21.428 | 13.019 | 165% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 22.4M | 633,929% |
| Annual Yield % from dividends | 1.39 | 1.32 | 105% |
| Returns for 1 year | 12.78 | 1.84 | 695% |
| Returns for 3 years | 71.28 | 35.77 | 199% |
| Returns for 5 years | 55.21 | 10.86 | 508% |
| Returns for 10 years | 102.72 | 4.17 | 2,465% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement