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CWIAX vs RGDTX
CWIAX vs RGDTX Comparison
Open Charts CWIAX vs RGDTX
American Funds Capital World Gr&Inc 529A
Price$73.96
Change-$0.21 (-0.28%)
VolumeN/A
Net Assets142.37B
Russell Inv Global Equity M
Price$11.40
Change-$0.02 (-0.18%)
VolumeN/A
Net Assets3.13B
CWIAX vs RGDTX Comparison Chart in %
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CWIAX vs. RGDTX commentary
Jan 15, 2026
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 CWIAX is a Hold and RGDTX is a Hold.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 142B vs. RGDTX (3.13B). CWIAX pays higher dividends than RGDTX: CWIAX (1.52) vs RGDTX (1.02). CWIAX was incepted earlier than RGDTX: CWIAX (24 years) vs RGDTX (9 years). RGDTX (1.01) is less costly to investors than CWIAX (0.78). RGDTX is a more actively managed with annual turnover of: 47.00 vs. CWIAX (27.00). RGDTX has a lower initial minimum investment than CWIAX: RGDTX (0) vs CWIAX (250). CWIAX annual gain was more profitable for investors over the last year : 19.56 vs. RGDTX (15.95). RGDTX return over 5 years is better than : 41.89 vs. CWIAX (32.81).
| CWIAX | RGDTX | CWIAX / RGDTX | |
| Total Expense Ratio | 0.78 | 0.88 | 89% |
| Annual Report Gross Expense Ratio | 0.78 | 1.01 | 77% |
| Fund Existence | 24 years | 9 years | - |
| Gain YTD | 3.964 | 2.238 | 177% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 3.13B | 4,540% |
| Annual Yield % from dividends | 1.52 | 1.02 | 149% |
| Returns for 1 year | 19.56 | 15.95 | 123% |
| Returns for 3 years | 43.71 | 46.26 | 94% |
| Returns for 5 years | 32.81 | 41.89 | 78% |
| Returns for 10 years | 123.85 | N/A | - |
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