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CWIEX vs SRIGX
CWIEX vs SRIGX Comparison
Open Charts CWIEX vs SRIGX
American Funds Capital World Gr&Inc 529E
Price$70.93
Change+$0.43 (+0.61%)
VolumeN/A
Net Assets134.28B
CWIEX vs SRIGX Comparison Chart in %
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CWIEX vs. SRIGX commentary
Aug 07, 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 SRIGX is a Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 134B vs. SRIGX (21.7M). SRIGX pays higher dividends than CWIEX: SRIGX (1.36) vs CWIEX (1.25). CWIEX was incepted earlier than SRIGX: CWIEX (23 years) vs SRIGX (18 years). SRIGX (2.57) is less costly to investors than CWIEX (1.00). CWIEX is a more actively managed with annual turnover of: 27.00 vs. SRIGX (23.00). CWIEX has a lower initial minimum investment than SRIGX: CWIEX (250) vs SRIGX (1000). CWIEX annual gain was more profitable for investors over the last year : 15.48 vs. SRIGX (5.05). CWIEX return over 5 years is better than : 47.92 vs. SRIGX (10.11).
| CWIEX | SRIGX | CWIEX / SRIGX | |
| Total Expense Ratio | 1.00 | 0.90 | 111% |
| Annual Report Gross Expense Ratio | 1.00 | 2.57 | 39% |
| Fund Existence | 23 years | 18 years | - |
| Gain YTD | 13.048 | 8.307 | 157% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 134B | 21.7M | 617,512% |
| Annual Yield % from dividends | 1.25 | 1.36 | 92% |
| Returns for 1 year | 15.48 | 5.05 | 307% |
| Returns for 3 years | 43.24 | 13.76 | 314% |
| Returns for 5 years | 47.92 | 10.11 | 474% |
| Returns for 10 years | 77.00 | -2.64 | -2,918% |
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