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CWIEX vs SRICX
CWIEX vs SRICX Comparison
Open Charts CWIEX vs SRICX
American Funds Capital World Gr&Inc 529E
Price$70.93
Change+$0.43 (+0.61%)
VolumeN/A
Net Assets135.09B
CWIEX vs SRICX Comparison Chart in %
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CWIEX vs. SRICX commentary
Aug 08, 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 Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 135B vs. SRICX (21.8M). SRICX pays higher dividends than CWIEX: SRICX (1.57) vs CWIEX (1.25). CWIEX was incepted earlier than SRICX: CWIEX (23 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 : 15.48 vs. SRICX (5.01). CWIEX return over 5 years is better than : 47.92 vs. SRICX (7.39).
| CWIEX | SRICX | CWIEX / SRICX | |
| Total Expense Ratio | 1.00 | 0.90 | 111% |
| Annual Report Gross Expense Ratio | 1.00 | 3.33 | 30% |
| Fund Existence | 23 years | 18 years | - |
| Gain YTD | 13.048 | 8.372 | 156% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 21.8M | 619,266% |
| Annual Yield % from dividends | 1.25 | 1.57 | 80% |
| Returns for 1 year | 15.48 | 5.01 | 309% |
| Returns for 3 years | 43.24 | 13.70 | 316% |
| Returns for 5 years | 47.92 | 7.39 | 648% |
| Returns for 10 years | 77.00 | -10.66 | -722% |
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