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CWIAX vs RGDTX
CWIAX vs RGDTX Comparison
Open Charts CWIAX vs RGDTX
American Funds Capital World Gr&Inc 529A
Price$74.65
Change-$1.06 (-1.40%)
VolumeN/A
Net Assets142.37B
Russell Inv Global Equity M
Price$11.51
Change-$0.25 (-2.13%)
VolumeN/A
Net Assets3.42B
CWIAX vs RGDTX Comparison Chart in %
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CWIAX vs. RGDTX commentary
Feb 04, 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 Buy and RGDTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 142B vs. RGDTX (3.42B). CWIAX pays higher dividends than RGDTX: CWIAX (1.45) vs RGDTX (0.99). 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: 49.00 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 : 16.21 vs. RGDTX (12.89). RGDTX return over 5 years is better than : 42.50 vs. CWIAX (33.28).
| 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 | 4.934 | 3.044 | 162% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 3.42B | 4,154% |
| Annual Yield % from dividends | 1.45 | 0.99 | 146% |
| Returns for 1 year | 16.21 | 12.89 | 126% |
| Returns for 3 years | 43.10 | 43.16 | 100% |
| Returns for 5 years | 33.28 | 42.50 | 78% |
| Returns for 10 years | 124.19 | N/A | - |
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