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$73.11
Change+$0.33 (+0.45%)
VolumeN/A
Net Assets137.57B
Russell Inv Global Equity M
Price$11.47
Change+$0.05 (+0.44%)
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
Sep 09, 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: 138B vs. RGDTX (1.9B). CWIEX pays higher dividends than RGDTX: CWIEX (1.22) vs RGDTX (0.98). CWIEX was incepted earlier than RGDTX: CWIEX (24 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 : 15.31 vs. RGDTX (12.12). CWIEX return over 5 years is better than : 50.55 vs. RGDTX (28.08).
| 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 | 8 years | - |
| Gain YTD | 16.523 | 14.700 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138B | 1.9B | 7,252% |
| Annual Yield % from dividends | 1.22 | 0.98 | 125% |
| Returns for 1 year | 15.31 | 12.12 | 126% |
| Returns for 3 years | 49.81 | 48.96 | 102% |
| Returns for 5 years | 50.55 | 28.08 | 180% |
| Returns for 10 years | 95.02 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement