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CWIEX vs RGDTX
CWIEX vs RGDTX Comparison
Open Charts CWIEX vs RGDTX
American Funds Capital World Gr&Inc 529E
Price$68.33
Change-$0.73 (-1.06%)
VolumeN/A
Net Assets131.04B
Russell Inv Global Equity M
Price$10.62
Change-$0.14 (-1.30%)
VolumeN/A
Net Assets1.84B
CWIEX vs RGDTX Comparison Chart
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CWIEX vs. RGDTX commentary
Jun 15, 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: 131B vs. RGDTX (1.84B). CWIEX pays higher dividends than RGDTX: CWIEX (1.31) vs RGDTX (1.05). 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 : 6.05 vs. RGDTX (5.03). CWIEX return over 5 years is better than : 54.48 vs. RGDTX (31.27).
| 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 | 8.904 | 6.200 | 144% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 1.84B | 7,123% |
| Annual Yield % from dividends | 1.31 | 1.05 | 124% |
| Returns for 1 year | 6.05 | 5.03 | 120% |
| Returns for 3 years | 44.36 | 44.87 | 99% |
| Returns for 5 years | 54.48 | 31.27 | 174% |
| Returns for 10 years | 69.54 | N/A | - |
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