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CWIEX vs SRICX
CWIEX vs SRICX Comparison
Open Charts CWIEX vs SRICX
American Funds Capital World Gr&Inc 529E
Price$76.39
Change+$0.73 (+0.96%)
VolumeN/A
Net Assets141.14B
CWIEX vs SRICX Comparison Chart in %
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CWIEX vs. SRICX commentary
Nov 27, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 141B vs. SRICX (22.3M). SRICX pays higher dividends than CWIEX: SRICX (1.52) vs CWIEX (1.15). CWIEX was incepted earlier than SRICX: CWIEX (24 years) vs SRICX (19 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 : 13.55 vs. SRICX (9.11). CWIEX return over 5 years is better than : 44.05 vs. SRICX (9.82).
| 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 | 19 years | - |
| Gain YTD | 21.993 | 14.535 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 22.3M | 632,287% |
| Annual Yield % from dividends | 1.15 | 1.52 | 76% |
| Returns for 1 year | 13.55 | 9.11 | 149% |
| Returns for 3 years | 52.42 | 19.30 | 272% |
| Returns for 5 years | 44.05 | 9.82 | 448% |
| Returns for 10 years | 97.86 | -1.49 | -6,575% |
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