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CWIAX vs RGDTX
CWIAX vs RGDTX Comparison
Open Charts CWIAX vs RGDTX
American Funds Capital World Gr&Inc 529A
Price$68.42
Change-$0.73 (-1.06%)
VolumeN/A
Net Assets131.04B
Russell Inv Global Equity M
Price$10.62
Change-$0.14 (-1.30%)
VolumeN/A
Net Assets1.84B
CWIAX vs RGDTX Comparison Chart
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CWIAX vs. RGDTX commentary
Jun 15, 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 Buy and RGDTX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 131B vs. RGDTX (1.84B). CWIAX pays higher dividends than RGDTX: CWIAX (1.52) vs RGDTX (1.05). CWIAX was incepted earlier than RGDTX: CWIAX (23 years) vs RGDTX (8 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 : 6.31 vs. RGDTX (5.03). CWIAX return over 5 years is better than : 56.31 vs. RGDTX (31.27).
| CWIAX | RGDTX | CWIAX / RGDTX | |
| Total Expense Ratio | 0.78 | 0.88 | 89% |
| Annual Report Gross Expense Ratio | 0.78 | 1.01 | 77% |
| Fund Existence | 23 years | 8 years | - |
| Gain YTD | 9.031 | 6.200 | 146% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 1.84B | 7,123% |
| Annual Yield % from dividends | 1.52 | 1.05 | 145% |
| Returns for 1 year | 6.31 | 5.03 | 126% |
| Returns for 3 years | 45.37 | 44.87 | 101% |
| Returns for 5 years | 56.31 | 31.27 | 180% |
| Returns for 10 years | 73.44 | N/A | - |
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