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CWIAX vs RWICX
CWIAX vs RWICX Comparison
Open Charts CWIAX vs RWICX
American Funds Capital World Gr&Inc 529A
Price$68.42
Change-$0.73 (-1.06%)
VolumeN/A
Net Assets131.04B
American Funds Capital World Gr&Inc R3
Price$68.15
Change-$0.73 (-1.06%)
VolumeN/A
Net Assets131.04B
CWIAX vs RWICX Comparison Chart
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CWIAX vs. RWICX commentary
Jun 16, 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 RWICX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX (131B) and RWICX (131B) have equal amount of cash in the bank . CWIAX pays higher dividends than RWICX: CWIAX (1.52) vs RWICX (1.26). CWIAX was incepted earlier than RWICX: CWIAX (23 years) vs RWICX (23 years). RWICX (1.06) is less costly to investors than CWIAX (0.78). CWIAX (27.00) and RWICX (27.00) have comparable annual turnover. CWIAX (250) and RWICX (250) have matching initial minimum investment requirements. CWIAX annual gain was more profitable for investors over the last year : 6.31 vs. RWICX (5.98). CWIAX return over 5 years is better than : 56.31 vs. RWICX (50.18).
| CWIAX | RWICX | CWIAX / RWICX | |
| Total Expense Ratio | 0.78 | 1.06 | 74% |
| Annual Report Gross Expense Ratio | 0.78 | 1.06 | 74% |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | 9.031 | 8.879 | 102% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 131B | 100% |
| Annual Yield % from dividends | 1.52 | 1.26 | 121% |
| Returns for 1 year | 6.31 | 5.98 | 105% |
| Returns for 3 years | 45.37 | 42.88 | 106% |
| Returns for 5 years | 56.31 | 50.18 | 112% |
| Returns for 10 years | 73.44 | 50.31 | 146% |
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