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CWIFX vs RGDTX
CWIFX vs RGDTX Comparison
Open Charts CWIFX vs RGDTX
American Funds Capital World Gr&Inc 529F
Price$72.49
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets137.49B
Russell Inv Global Equity M
Price$11.32
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets1.89B
CWIFX vs RGDTX Comparison Chart in %
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CWIFX vs. RGDTX commentary
Aug 18, 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: 137B vs. RGDTX (1.89B). CWIFX pays higher dividends than RGDTX: CWIFX (1.60) vs RGDTX (1.00). 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 : 11.58 vs. RGDTX (9.17). CWIFX return over 5 years is better than : 52.56 vs. RGDTX (26.82).
| 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 | 15.587 | 13.200 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 1.89B | 7,253% |
| Annual Yield % from dividends | 1.60 | 1.00 | 160% |
| Returns for 1 year | 11.58 | 9.17 | 126% |
| Returns for 3 years | 43.22 | 39.44 | 110% |
| Returns for 5 years | 52.56 | 26.82 | 196% |
| Returns for 10 years | 89.56 | N/A | - |
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