Interact to see
Advertisement
Advertisement
CWIEX vs SRIAX
CWIEX vs SRIAX Comparison
Open Charts CWIEX vs SRIAX
American Funds Capital World Gr&Inc 529E
Price$72.19
Change+$0.92 (+1.29%)
VolumeN/A
Net Assets135.64B
CWIEX vs SRIAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWIEX vs. SRIAX commentary
Aug 13, 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 Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 136B vs. SRIAX (22.1M). SRIAX pays higher dividends than CWIEX: SRIAX (1.36) vs CWIEX (1.25). CWIEX was incepted earlier than SRIAX: CWIEX (23 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 : 14.75 vs. SRIAX (7.25). CWIEX return over 5 years is better than : 48.85 vs. SRIAX (12.43).
| CWIEX | SRIAX | CWIEX / SRIAX | |
| Total Expense Ratio | 1.00 | 0.90 | 111% |
| Annual Report Gross Expense Ratio | 1.00 | 2.57 | 39% |
| Fund Existence | 23 years | 18 years | - |
| Gain YTD | 15.057 | 11.680 | 129% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 22.1M | 615,385% |
| Annual Yield % from dividends | 1.25 | 1.36 | 92% |
| Returns for 1 year | 14.75 | 7.25 | 203% |
| Returns for 3 years | 41.19 | 13.84 | 298% |
| Returns for 5 years | 48.85 | 12.43 | 393% |
| Returns for 10 years | 80.91 | -0.42 | -19,251% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement