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CWGIX vs RWIFX
CWGIX vs RWIFX Comparison
Open Charts CWGIX vs RWIFX
American Funds Capital World Gr&Inc A
Price$65.17
Change+$0.12 (+0.18%)
VolumeN/A
Net Assets124.97B
American Funds Capital World Gr&Inc R5
Price$65.19
Change+$0.12 (+0.18%)
VolumeN/A
Net Assets124.97B
CWGIX vs RWIFX Comparison Chart
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CWGIX vs. RWIFX commentary
May 12, 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 CWGIX is a Buy and RWIFX is a Buy.
FUNDAMENTALS
Fundamentals
CWGIX (125B) and RWIFX (125B) have equal amount of cash in the bank . RWIFX pays higher dividends than CWGIX: RWIFX (1.91) vs CWGIX (1.64). CWGIX was incepted earlier than RWIFX: CWGIX (32 years) vs RWIFX (23 years). CWGIX (0.74) is less costly to investors than RWIFX (0.46). CWGIX (27.00) and RWIFX (27.00) have comparable annual turnover. CWGIX (250) and RWIFX (250) have matching initial minimum investment requirements. RWIFX annual gain was more profitable for investors over the last year : 2.53 vs. CWGIX (2.25). RWIFX (52.57) and CWGIX (51.17) have equivalent 5 years return.
| CWGIX | RWIFX | CWGIX / RWIFX | |
| Total Expense Ratio | 0.74 | 0.46 | 161% |
| Annual Report Gross Expense Ratio | 0.74 | 0.46 | 161% |
| Fund Existence | 32 years | 23 years | - |
| Gain YTD | 2.847 | 2.950 | 97% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 125B | 100% |
| Annual Yield % from dividends | 1.64 | 1.91 | 86% |
| Returns for 1 year | 2.25 | 2.53 | 89% |
| Returns for 3 years | 30.51 | 31.36 | 97% |
| Returns for 5 years | 51.17 | 52.57 | 97% |
| Returns for 10 years | 42.03 | 43.36 | 97% |
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