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CWIEX vs SRICX
CWIEX vs SRICX Comparison
Open Charts CWIEX vs SRICX
American Funds Capital World Gr&Inc 529E
Price$72.74
Change+$0.35 (+0.48%)
VolumeN/A
Net Assets136.73B
CWIEX vs SRICX Comparison Chart in %
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CWIEX vs. SRICX commentary
Aug 30, 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 SRICX is a Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 137B vs. SRICX (22.6M). SRICX pays higher dividends than CWIEX: SRICX (1.57) vs CWIEX (1.25). 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 : 10.35 vs. SRICX (3.13). CWIEX return over 5 years is better than : 46.23 vs. SRICX (9.99).
| 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 | 15.933 | 13.339 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 22.6M | 606,195% |
| Annual Yield % from dividends | 1.25 | 1.57 | 80% |
| Returns for 1 year | 10.35 | 3.13 | 331% |
| Returns for 3 years | 49.90 | 23.55 | 212% |
| Returns for 5 years | 46.23 | 9.99 | 463% |
| Returns for 10 years | 93.20 | -2.23 | -4,179% |
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