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CWIAX vs RGDTX
CWIAX vs RGDTX Comparison
Open Charts CWIAX vs RGDTX
American Funds Capital World Gr&Inc 529A
Price$75.09
Change-$0.08 (-0.11%)
VolumeN/A
Net Assets140.97B
Russell Inv Global Equity M
Price$11.69
Change+$0.05 (+0.43%)
VolumeN/A
Net Assets1.9B
CWIAX vs RGDTX Comparison Chart in %
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CWIAX vs. RGDTX commentary
Oct 19, 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 Hold and RGDTX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 141B vs. RGDTX (1.9B). CWIAX pays higher dividends than RGDTX: CWIAX (1.39) vs RGDTX (0.95). 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 : 10.77 vs. RGDTX (7.80). CWIAX return over 5 years is better than : 54.01 vs. RGDTX (28.47).
| 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 | 19.974 | 16.900 | 118% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 1.9B | 7,409% |
| Annual Yield % from dividends | 1.39 | 0.95 | 147% |
| Returns for 1 year | 10.77 | 7.80 | 138% |
| Returns for 3 years | 67.94 | 64.71 | 105% |
| Returns for 5 years | 54.01 | 28.47 | 190% |
| Returns for 10 years | 99.76 | N/A | - |
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