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CWIFX vs RGDTX
CWIFX vs RGDTX Comparison
Open Charts CWIFX vs RGDTX
American Funds Capital World Gr&Inc 529F
Price$73.27
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
CWIFX vs RGDTX Comparison Chart in %
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CWIFX 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 CWIFX is a Buy and RGDTX is a Buy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 138B vs. RGDTX (1.9B). CWIFX pays higher dividends than RGDTX: CWIFX (1.57) vs RGDTX (0.98). CWIFX was incepted earlier than RGDTX: CWIFX (23 years) vs RGDTX (8 years). RGDTX (1.01) is less costly to investors than CWIFX (0.86). RGDTX is a more actively managed with annual turnover of: 47.00 vs. CWIFX (27.00). RGDTX has a lower initial minimum investment than CWIFX: RGDTX (0) vs CWIFX (250). CWIFX annual gain was more profitable for investors over the last year : 15.74 vs. RGDTX (12.12). CWIFX return over 5 years is better than : 53.52 vs. RGDTX (28.08).
| CWIFX | RGDTX | CWIFX / RGDTX | |
| Total Expense Ratio | 0.86 | 0.88 | 98% |
| Annual Report Gross Expense Ratio | 0.86 | 1.01 | 85% |
| Fund Existence | 23 years | 8 years | - |
| Gain YTD | 16.830 | 14.700 | 114% |
| 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 | 1.57 | 0.98 | 161% |
| Returns for 1 year | 15.74 | 12.12 | 130% |
| Returns for 3 years | 51.54 | 48.96 | 105% |
| Returns for 5 years | 53.52 | 28.08 | 191% |
| Returns for 10 years | 103.39 | N/A | - |
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