Interact to see
Advertisement
Advertisement
CWIEX vs RGDTX
CWIEX vs RGDTX Comparison
Open Charts CWIEX vs RGDTX
American Funds Capital World Gr&Inc 529E
Price$73.84
Change-$0.21 (-0.28%)
VolumeN/A
Net Assets142.37B
Russell Inv Global Equity M
Price$11.40
Change-$0.02 (-0.18%)
VolumeN/A
Net Assets3.13B
CWIEX vs RGDTX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWIEX vs. RGDTX commentary
Jan 15, 2026
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 CWIEX is a Hold and RGDTX is a Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 142B vs. RGDTX (3.13B). CWIEX pays higher dividends than RGDTX: CWIEX (1.30) vs RGDTX (1.02). CWIEX was incepted earlier than RGDTX: CWIEX (24 years) vs RGDTX (9 years). RGDTX (1.01) and CWIEX (1.00) have similar cost to investors . RGDTX is a more actively managed with annual turnover of: 47.00 vs. CWIEX (27.00). RGDTX has a lower initial minimum investment than CWIEX: RGDTX (0) vs CWIEX (250). CWIEX annual gain was more profitable for investors over the last year : 19.26 vs. RGDTX (15.95). RGDTX return over 5 years is better than : 41.89 vs. CWIEX (31.22).
| CWIEX | RGDTX | CWIEX / RGDTX | |
| Total Expense Ratio | 1.00 | 0.88 | 114% |
| Annual Report Gross Expense Ratio | 1.00 | 1.01 | 99% |
| Fund Existence | 24 years | 9 years | - |
| Gain YTD | 3.956 | 2.238 | 177% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 3.13B | 4,540% |
| Annual Yield % from dividends | 1.30 | 1.02 | 128% |
| Returns for 1 year | 19.26 | 15.95 | 121% |
| Returns for 3 years | 42.66 | 46.26 | 92% |
| Returns for 5 years | 31.22 | 41.89 | 75% |
| Returns for 10 years | 118.77 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| VGSH | 58.76 | 0.02 | +0.03% |
| Vanguard Short-Term Treasury ETF | |||
| NURE | 28.44 | N/A | N/A |
| Nuveen Short-Term REIT ETF | |||
| AUSF | 47.63 | -0.09 | -0.19% |
| Global X Adaptive US Factor ETF | |||
| GQI | 57.83 | -0.17 | -0.29% |
| Natixis Gateway Quality Income ETF | |||
| REKT | 16.24 | -0.10 | -0.63% |
| Direxion Daily Crypto Industry Bear1XETF | |||