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CWIFX vs RGDTX
CWIFX vs RGDTX Comparison
Open Charts CWIFX vs RGDTX
American Funds Capital World Gr&Inc 529F
Price$74.66
Change-$1.06 (-1.40%)
VolumeN/A
Net Assets142.37B
Russell Inv Global Equity M
Price$11.51
Change-$0.25 (-2.13%)
VolumeN/A
Net Assets3.42B
CWIFX vs RGDTX Comparison Chart in %
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CWIFX vs. RGDTX commentary
Feb 04, 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 Buy and RGDTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 142B vs. RGDTX (3.42B). CWIFX pays higher dividends than RGDTX: CWIFX (1.59) vs RGDTX (0.99). 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: 49.00 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 : 16.37 vs. RGDTX (12.89). RGDTX return over 5 years is better than : 42.50 vs. CWIFX (34.32).
| 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 | 4.948 | 3.044 | 163% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 3.42B | 4,154% |
| Annual Yield % from dividends | 1.59 | 0.99 | 161% |
| Returns for 1 year | 16.37 | 12.89 | 127% |
| Returns for 3 years | 43.74 | 43.16 | 101% |
| Returns for 5 years | 34.32 | 42.50 | 81% |
| Returns for 10 years | 128.46 | N/A | - |
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