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CWIAX vs RGDTX
CWIAX vs RGDTX Comparison
Open Charts CWIAX vs RGDTX
American Funds Capital World Gr&Inc 529A
Price$76.99
Change-$1.06 (-1.36%)
VolumeN/A
Net Assets142.32B
Russell Inv Global Equity M
Price$12.08
Change-$0.11 (-0.90%)
VolumeN/A
Net Assets2.38B
CWIAX vs RGDTX Comparison Chart in %
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CWIAX vs. RGDTX commentary
Dec 14, 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 CWIAX is a StrongBuy and RGDTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 142B vs. RGDTX (2.38B). CWIAX pays higher dividends than RGDTX: CWIAX (1.35) vs RGDTX (0.92). 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 : 14.14 vs. RGDTX (10.40). CWIAX return over 5 years is better than : 47.11 vs. RGDTX (21.41).
| 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 | 24.703 | 21.900 | 113% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 2.38B | 5,964% |
| Annual Yield % from dividends | 1.35 | 0.92 | 146% |
| Returns for 1 year | 14.14 | 10.40 | 136% |
| Returns for 3 years | 55.69 | 56.34 | 99% |
| Returns for 5 years | 47.11 | 21.41 | 220% |
| Returns for 10 years | 115.91 | N/A | - |
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