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CWIEX vs RGDTX
CWIEX vs RGDTX Comparison
Open Charts CWIEX vs RGDTX
American Funds Capital World Gr&Inc 529E
Price$74.97
Change-$0.09 (-0.12%)
VolumeN/A
Net Assets140.97B
Russell Inv Global Equity M
Price$11.69
Change+$0.05 (+0.43%)
VolumeN/A
Net Assets1.9B
CWIEX vs RGDTX Comparison Chart in %
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CWIEX vs. RGDTX commentary
Oct 19, 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 Hold and RGDTX is a Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 141B vs. RGDTX (1.9B). CWIEX pays higher dividends than RGDTX: CWIEX (1.17) vs RGDTX (0.95). 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 : 10.48 vs. RGDTX (7.80). CWIEX return over 5 years is better than : 52.18 vs. RGDTX (28.47).
| 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 | 19.725 | 16.900 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 1.9B | 7,409% |
| Annual Yield % from dividends | 1.17 | 0.95 | 124% |
| Returns for 1 year | 10.48 | 7.80 | 134% |
| Returns for 3 years | 66.72 | 64.71 | 103% |
| Returns for 5 years | 52.18 | 28.47 | 183% |
| Returns for 10 years | 95.26 | N/A | - |
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