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CWIEX vs SRIDX
CWIEX vs SRIDX Comparison
Open Charts CWIEX vs SRIDX
American Funds Capital World Gr&Inc 529E
Price$72.35
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets137.49B
CWIEX vs SRIDX Comparison Chart in %
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CWIEX vs. SRIDX commentary
Aug 18, 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 SRIDX is a Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 137B vs. SRIDX (22.4M). SRIDX pays higher dividends than CWIEX: SRIDX (1.31) vs CWIEX (1.25). CWIEX was incepted earlier than SRIDX: CWIEX (23 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 : 11.15 vs. SRIDX (4.23). CWIEX return over 5 years is better than : 49.58 vs. SRIDX (13.67).
| CWIEX | SRIDX | CWIEX / SRIDX | |
| Total Expense Ratio | 1.00 | 0.90 | 111% |
| Annual Report Gross Expense Ratio | 1.00 | 2.32 | 43% |
| Fund Existence | 23 years | 18 years | - |
| Gain YTD | 15.312 | 11.941 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 22.4M | 611,607% |
| Annual Yield % from dividends | 1.25 | 1.31 | 95% |
| Returns for 1 year | 11.15 | 4.23 | 264% |
| Returns for 3 years | 41.58 | 13.85 | 300% |
| Returns for 5 years | 49.58 | 13.67 | 363% |
| Returns for 10 years | 81.77 | 2.34 | 3,501% |
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