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CWIEX vs SRIDX
CWIEX vs SRIDX Comparison
Open Charts CWIEX vs SRIDX
American Funds Capital World Gr&Inc 529E
Price$75.09
Change-$0.48 (-0.64%)
VolumeN/A
Net Assets141.83B
CWIEX vs SRIDX Comparison Chart in %
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CWIEX vs. SRIDX commentary
Oct 23, 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 SRIDX is a Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 142B vs. SRIDX (22.5M). SRIDX pays higher dividends than CWIEX: SRIDX (1.27) vs CWIEX (1.17). CWIEX was incepted earlier than SRIDX: CWIEX (24 years) vs SRIDX (18 years). SRIDX (2.32) is less costly to investors than CWIEX (1.00). CWIEX is a more actively managed with annual turnover of: 27.00 vs. SRIDX (23.00). CWIEX has a lower initial minimum investment than SRIDX: CWIEX (250) vs SRIDX (1000). CWIEX annual gain was more profitable for investors over the last year : 11.00 vs. SRIDX (1.63). CWIEX return over 5 years is better than : 52.68 vs. SRIDX (11.62).
| CWIEX | SRIDX | CWIEX / SRIDX | |
| Total Expense Ratio | 1.00 | 0.90 | 111% |
| Annual Report Gross Expense Ratio | 1.00 | 2.32 | 43% |
| Fund Existence | 24 years | 18 years | - |
| Gain YTD | 19.917 | 13.559 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 22.5M | 631,111% |
| Annual Yield % from dividends | 1.17 | 1.27 | 92% |
| Returns for 1 year | 11.00 | 1.63 | 674% |
| Returns for 3 years | 65.37 | 33.73 | 194% |
| Returns for 5 years | 52.68 | 11.62 | 453% |
| Returns for 10 years | 92.12 | 5.19 | 1,776% |