CWIEX
Price
$73.98
Change
-$0.50 (-0.67%)
Updated
Sep 25 closing price
Net Assets
140.58B
SRIAX
Price
$14.04
Change
-$0.09 (-0.64%)
Updated
Sep 25 closing price
Net Assets
N/A
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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$73.98
Change-$0.50 (-0.67%)
VolumeN/A
Net Assets140.58B
Gabelli SRI A
Price$14.04
Change-$0.09 (-0.64%)
VolumeN/A
Net AssetsN/A
CWIEX vs SRIAX Comparison Chart in %
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CWIEX vs. SRIAX commentary
Sep 26, 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.

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FUNDAMENTALS
Fundamentals
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 : 10.08 vs. SRIAX (1.84). CWIEX return over 5 years is better than : 56.00 vs. SRIAX (18.44).
CWIEXSRIAXCWIEX / SRIAX
Total Expense Ratio1.000.90111%
Annual Report Gross Expense Ratio1.002.5739%
Fund Existence24 years18 years-
Gain YTD18.14413.040139%
Front LoadN/A6%-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets141BN/A-
Annual Yield % from dividends1.221.3292%
Returns for 1 year10.081.84547%
Returns for 3 years68.5735.59193%
Returns for 5 years56.0018.44304%
Returns for 10 years108.7011.66932%
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