Interact to see
Advertisement
Advertisement
CWIEX vs SRIDX
CWIEX vs SRIDX Comparison
Open Charts CWIEX vs SRIDX
American Funds Capital World Gr&Inc 529E
Price$72.78
Change+$0.34 (+0.47%)
VolumeN/A
Net Assets137.57B
CWIEX vs SRIDX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWIEX vs. SRIDX commentary
Sep 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 SRIDX is a Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 138B vs. SRIDX (22.5M). SRIDX (1.28) and CWIEX (1.22) have matching dividends . 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 : 12.87 vs. SRIDX (3.77). CWIEX return over 5 years is better than : 49.15 vs. SRIDX (14.54).
| 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 | 15.997 | 12.635 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138B | 22.5M | 613,333% |
| Annual Yield % from dividends | 1.22 | 1.28 | 96% |
| Returns for 1 year | 12.87 | 3.77 | 341% |
| Returns for 3 years | 54.44 | 26.08 | 209% |
| Returns for 5 years | 49.15 | 14.54 | 338% |
| Returns for 10 years | 94.28 | 8.79 | 1,073% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement