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CWIEX vs SRIAX
CWIEX vs SRIAX Comparison
Open Charts CWIEX vs SRIAX
American Funds Capital World Gr&Inc 529E
Price$74.97
Change-$0.09 (-0.12%)
VolumeN/A
Net Assets140.77B
CWIEX vs SRIAX Comparison Chart in %
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CWIEX vs. SRIAX commentary
Oct 19, 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 Hold and SRIAX is a Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 141B vs. SRIAX (22.2M). SRIAX pays higher dividends than CWIEX: SRIAX (1.32) vs CWIEX (1.17). 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 : 10.48 vs. SRIAX (-1.27). CWIEX return over 5 years is better than : 52.18 vs. SRIAX (9.61).
| CWIEX | SRIAX | CWIEX / SRIAX | |
| Total Expense Ratio | 1.00 | 0.90 | 111% |
| Annual Report Gross Expense Ratio | 1.00 | 2.57 | 39% |
| Fund Existence | 24 years | 18 years | - |
| Gain YTD | 19.725 | 12.160 | 162% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 22.2M | 635,135% |
| Annual Yield % from dividends | 1.17 | 1.32 | 89% |
| Returns for 1 year | 10.48 | -1.27 | -828% |
| Returns for 3 years | 66.72 | 31.29 | 213% |
| Returns for 5 years | 52.18 | 9.61 | 543% |
| Returns for 10 years | 95.26 | 3.08 | 3,093% |
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