Interact to see
Advertisement
Advertisement
CWIAX vs RGDTX
CWIAX vs RGDTX Comparison
Open Charts CWIAX vs RGDTX
American Funds Capital World Gr&Inc 529A
Price$73.25
Change+$0.33 (+0.45%)
VolumeN/A
Net Assets137.57B
Russell Inv Global Equity M
Price$11.47
Change+$0.05 (+0.44%)
VolumeN/A
Net Assets1.9B
CWIAX vs RGDTX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWIAX vs. RGDTX commentary
Sep 09, 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: 138B vs. RGDTX (1.9B). CWIAX pays higher dividends than RGDTX: CWIAX (1.43) vs RGDTX (0.98). CWIAX was incepted earlier than RGDTX: CWIAX (24 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 : 15.58 vs. RGDTX (12.12). CWIAX return over 5 years is better than : 52.31 vs. RGDTX (28.08).
| 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 | 8 years | - |
| Gain YTD | 16.728 | 14.700 | 114% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138B | 1.9B | 7,252% |
| Annual Yield % from dividends | 1.43 | 0.98 | 146% |
| Returns for 1 year | 15.58 | 12.12 | 129% |
| Returns for 3 years | 50.86 | 48.96 | 104% |
| Returns for 5 years | 52.31 | 28.08 | 186% |
| Returns for 10 years | 99.53 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement