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CWIFX vs RWIBX
CWIFX vs RWIBX Comparison
Open Charts CWIFX vs RWIBX
American Funds Capital World Gr&Inc 529F
Price$71.73
Change-$0.46 (-0.64%)
VolumeN/A
Net Assets137.34B
American Funds Capital World Gr&Inc R2
Price$70.85
Change-$0.46 (-0.65%)
VolumeN/A
Net Assets137.34B
CWIFX vs RWIBX Comparison Chart in %
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CWIFX vs. RWIBX commentary
Jul 29, 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 RWIBX is a Buy.
FUNDAMENTALS
Fundamentals
CWIFX (137B) and RWIBX (137B) have equal amount of cash in the bank . CWIFX pays higher dividends than RWIBX: CWIFX (1.60) vs RWIBX (0.82). CWIFX was incepted earlier than RWIBX: CWIFX (23 years) vs RWIBX (23 years). RWIBX (1.51) is less costly to investors than CWIFX (0.86). CWIFX (27.00) and RWIBX (27.00) have comparable annual turnover. CWIFX (250) and RWIBX (250) have matching initial minimum investment requirements. CWIFX annual gain was more profitable for investors over the last year : 13.93 vs. RWIBX (12.86). CWIFX return over 5 years is better than : 56.36 vs. RWIBX (47.06).
| CWIFX | RWIBX | CWIFX / RWIBX | |
| Total Expense Ratio | 0.86 | 1.51 | 57% |
| Annual Report Gross Expense Ratio | 0.86 | 1.51 | 57% |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | 15.108 | 14.525 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 137B | 100% |
| Annual Yield % from dividends | 1.60 | 0.82 | 196% |
| Returns for 1 year | 13.93 | 12.86 | 108% |
| Returns for 3 years | 53.13 | 48.03 | 111% |
| Returns for 5 years | 56.36 | 47.06 | 120% |
| Returns for 10 years | 88.17 | 58.36 | 151% |
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