CWIEX
Price
$72.78
Change
+$0.34 (+0.47%)
Updated
Sep 5 closing price
Net Assets
136.94B
SRIAX
Price
$14.14
Change
+$0.16 (+1.14%)
Updated
Sep 4 closing price
Net Assets
22.6M
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CWIEX vs SRIAX

Header iconCWIEX vs SRIAX Comparison
Open Charts CWIEX vs SRIAXBanner chart's image
American Funds Capital World Gr&Inc 529E
Price$72.78
Change+$0.34 (+0.47%)
VolumeN/A
Net Assets136.94B
Gabelli SRI A
Price$14.14
Change+$0.16 (+1.14%)
VolumeN/A
Net Assets22.6M
CWIEX vs SRIAX Comparison Chart in %
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CWIEX vs. SRIAX commentary
Sep 06, 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 CWIEX is a StrongBuy and SRIAX is a Hold.

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FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 137B vs. SRIAX (22.6M). SRIAX pays higher dividends than CWIEX: SRIAX (1.32) vs CWIEX (1.22). CWIEX was incepted earlier than SRIAX: CWIEX (24 years) vs SRIAX (18 years). SRIAX (2.57) is less costly to investors than CWIEX (1.00). CWIEX is a more actively managed with annual turnover of: 27.00 vs. SRIAX (23.00). CWIEX has a lower initial minimum investment than SRIAX: CWIEX (250) vs SRIAX (1000). CWIEX annual gain was more profitable for investors over the last year : 12.35 vs. SRIAX (4.21). CWIEX return over 5 years is better than : 48.46 vs. SRIAX (14.31).
CWIEXSRIAXCWIEX / SRIAX
Total Expense Ratio1.000.90111%
Annual Report Gross Expense Ratio1.002.5739%
Fund Existence24 years18 years-
Gain YTD15.45513.120118%
Front LoadN/A6%-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets137B22.6M606,195%
Annual Yield % from dividends1.221.3292%
Returns for 1 year12.354.21293%
Returns for 3 years53.7226.64202%
Returns for 5 years48.4614.31339%
Returns for 10 years93.376.581,419%
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