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CWIFX vs RGDTX
CWIFX vs RGDTX Comparison
Open Charts CWIFX vs RGDTX
American Funds Capital World Gr&Inc 529F
Price$77.02
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
CWIFX vs RGDTX Comparison Chart in %
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CWIFX 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 CWIFX is a StrongBuy and RGDTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 142B vs. RGDTX (2.38B). CWIFX pays higher dividends than RGDTX: CWIFX (1.48) vs RGDTX (0.92). CWIFX was incepted earlier than RGDTX: CWIFX (23 years) vs RGDTX (9 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 : 14.31 vs. RGDTX (10.40). CWIFX return over 5 years is better than : 48.26 vs. RGDTX (21.41).
| 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 | 9 years | - |
| Gain YTD | 24.874 | 21.900 | 114% |
| 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 | 1.48 | 0.92 | 161% |
| Returns for 1 year | 14.31 | 10.40 | 138% |
| Returns for 3 years | 56.38 | 56.34 | 100% |
| Returns for 5 years | 48.26 | 21.41 | 225% |
| Returns for 10 years | 120.12 | N/A | - |
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