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CWIFX vs RGDTX
CWIFX vs RGDTX Comparison
Open Charts CWIFX vs RGDTX
American Funds Capital World Gr&Inc 529F
Price$73.97
Change-$0.21 (-0.28%)
VolumeN/A
Net Assets142.37B
Russell Inv Global Equity M
Price$11.40
Change-$0.02 (-0.18%)
VolumeN/A
Net Assets3.13B
CWIFX vs RGDTX Comparison Chart in %
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CWIFX vs. RGDTX commentary
Jan 15, 2026
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 Hold and RGDTX is a Hold.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 142B vs. RGDTX (3.13B). CWIFX pays higher dividends than RGDTX: CWIFX (1.66) vs RGDTX (1.02). 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 : 19.75 vs. RGDTX (15.95). RGDTX return over 5 years is better than : 41.89 vs. CWIFX (33.86).
| 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 | 3.978 | 2.238 | 178% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 3.13B | 4,540% |
| Annual Yield % from dividends | 1.66 | 1.02 | 163% |
| Returns for 1 year | 19.75 | 15.95 | 124% |
| Returns for 3 years | 44.38 | 46.26 | 96% |
| Returns for 5 years | 33.86 | 41.89 | 81% |
| Returns for 10 years | 128.18 | N/A | - |
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