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CWIEX vs SRICX
CWIEX vs SRICX Comparison
Open Charts CWIEX vs SRICX
American Funds Capital World Gr&Inc 529E
Price$75.66
Change+$0.34 (+0.45%)
VolumeN/A
Net Assets142.48B
CWIEX vs SRICX Comparison Chart in %
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CWIEX vs. SRICX commentary
Oct 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 Buy and SRICX is a Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 142B vs. SRICX (22.6M). SRICX pays higher dividends than CWIEX: SRICX (1.52) vs CWIEX (1.17). CWIEX was incepted earlier than SRICX: CWIEX (24 years) vs SRICX (18 years). SRICX (3.33) is less costly to investors than CWIEX (1.00). CWIEX is a more actively managed with annual turnover of: 27.00 vs. SRICX (23.00). CWIEX has a lower initial minimum investment than SRICX: CWIEX (250) vs SRICX (1000). CWIEX annual gain was more profitable for investors over the last year : 12.76 vs. SRICX (2.95). CWIEX return over 5 years is better than : 57.65 vs. SRICX (13.53).
| CWIEX | SRICX | CWIEX / SRICX | |
| Total Expense Ratio | 1.00 | 0.90 | 111% |
| Annual Report Gross Expense Ratio | 1.00 | 3.33 | 30% |
| Fund Existence | 24 years | 18 years | - |
| Gain YTD | 20.827 | 13.891 | 150% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 22.6M | 628,319% |
| Annual Yield % from dividends | 1.17 | 1.52 | 77% |
| Returns for 1 year | 12.76 | 2.95 | 433% |
| Returns for 3 years | 63.77 | 30.61 | 208% |
| Returns for 5 years | 57.65 | 13.53 | 426% |
| Returns for 10 years | 101.66 | -1.46 | -6,944% |
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