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CWIEX vs RGDTX
CWIEX vs RGDTX Comparison
Open Charts CWIEX vs RGDTX
American Funds Capital World Gr&Inc 529E
Price$71.17
Change+$0.45 (+0.64%)
VolumeN/A
Net Assets135.98B
Russell Inv Global Equity M
Price$11.04
Change+$0.07 (+0.64%)
VolumeN/A
Net Assets1.9B
CWIEX vs RGDTX Comparison Chart in %
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CWIEX vs. RGDTX commentary
Jul 07, 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 Buy and RGDTX is a Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 136B vs. RGDTX (1.9B). CWIEX pays higher dividends than RGDTX: CWIEX (1.25) vs RGDTX (1.01). CWIEX was incepted earlier than RGDTX: CWIEX (23 years) vs RGDTX (8 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 : 9.06 vs. RGDTX (7.50). CWIEX return over 5 years is better than : 55.06 vs. RGDTX (33.60).
| CWIEX | RGDTX | CWIEX / RGDTX | |
| Total Expense Ratio | 1.00 | 0.88 | 114% |
| Annual Report Gross Expense Ratio | 1.00 | 1.01 | 99% |
| Fund Existence | 23 years | 8 years | - |
| Gain YTD | 13.431 | 10.400 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 1.9B | 7,158% |
| Annual Yield % from dividends | 1.25 | 1.01 | 123% |
| Returns for 1 year | 9.06 | 7.50 | 121% |
| Returns for 3 years | 50.57 | 49.61 | 102% |
| Returns for 5 years | 55.06 | 33.60 | 164% |
| Returns for 10 years | 80.16 | N/A | - |
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