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$75.73
Change-$1.39 (-1.80%)
VolumeN/A
Net Assets144.09B
Russell Inv Global Equity M
Price$11.80
Change-$0.17 (-1.42%)
VolumeN/A
Net Assets1.9B
CWIEX vs RGDTX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWIEX vs. RGDTX commentary
Nov 14, 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 CWIEX is a StrongBuy and RGDTX is a Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 144B vs. RGDTX (1.9B). CWIEX pays higher dividends than RGDTX: CWIEX (1.15) vs RGDTX (0.94). 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 : 14.74 vs. RGDTX (10.28). CWIEX return over 5 years is better than : 49.27 vs. RGDTX (24.45).
| 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 | 23.158 | 19.700 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 144B | 1.9B | 7,583% |
| Annual Yield % from dividends | 1.15 | 0.94 | 123% |
| Returns for 1 year | 14.74 | 10.28 | 143% |
| Returns for 3 years | 55.93 | 54.29 | 103% |
| Returns for 5 years | 49.27 | 24.45 | 201% |
| Returns for 10 years | 105.00 | N/A | - |