Interact to see
Advertisement
Advertisement
CWIAX vs RWIFX
CWIAX vs RWIFX Comparison
Open Charts CWIAX vs RWIFX
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 R5
Price$68.73
Change-$0.74 (-1.07%)
VolumeN/A
Net Assets131.04B
CWIAX vs RWIFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CWIAX vs. RWIFX 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 RWIFX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX (131B) and RWIFX (131B) have equal amount of cash in the bank . RWIFX pays higher dividends than CWIAX: RWIFX (1.80) vs CWIAX (1.52). CWIAX was incepted earlier than RWIFX: CWIAX (23 years) vs RWIFX (23 years). CWIAX (0.78) is less costly to investors than RWIFX (0.46). CWIAX (27.00) and RWIFX (27.00) have comparable annual turnover. CWIAX (250) and RWIFX (250) have matching initial minimum investment requirements. RWIFX annual gain was more profitable for investors over the last year : 6.65 vs. CWIAX (6.31). CWIAX return over 5 years is better than : 56.31 vs. RWIFX (53.30).
| CWIAX | RWIFX | CWIAX / RWIFX | |
| Total Expense Ratio | 0.78 | 0.46 | 170% |
| Annual Report Gross Expense Ratio | 0.78 | 0.46 | 170% |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | 9.031 | 9.163 | 99% |
| 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 | 1.80 | 85% |
| Returns for 1 year | 6.31 | 6.65 | 95% |
| Returns for 3 years | 45.37 | 45.12 | 101% |
| Returns for 5 years | 56.31 | 53.30 | 106% |
| Returns for 10 years | 73.44 | 53.59 | 137% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement