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CWIEX vs RGDTX
CWIEX vs RGDTX Comparison
Open Charts CWIEX vs RGDTX
American Funds Capital World Gr&Inc 529E
Price$76.84
Change-$1.06 (-1.36%)
VolumeN/A
Net Assets142.32B
Russell Inv Global Equity M
Price$12.08
Change-$0.11 (-0.90%)
VolumeN/A
Net Assets2.38B
CWIEX vs RGDTX Comparison Chart in %
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CWIEX vs. RGDTX commentary
Dec 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 142B vs. RGDTX (2.38B). CWIEX pays higher dividends than RGDTX: CWIEX (1.14) vs RGDTX (0.92). 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 : 13.86 vs. RGDTX (10.40). CWIEX return over 5 years is better than : 45.37 vs. RGDTX (21.41).
| 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 | 24.404 | 21.900 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 2.38B | 5,964% |
| Annual Yield % from dividends | 1.14 | 0.92 | 124% |
| Returns for 1 year | 13.86 | 10.40 | 133% |
| Returns for 3 years | 54.55 | 56.34 | 97% |
| Returns for 5 years | 45.37 | 21.41 | 212% |
| Returns for 10 years | 111.03 | N/A | - |
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