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CWIAX vs RGDTX
CWIAX vs RGDTX Comparison
Open Charts CWIAX vs RGDTX
American Funds Capital World Gr&Inc 529A
Price$72.87
Change+$0.35 (+0.48%)
VolumeN/A
Net Assets136.73B
Russell Inv Global Equity M
Price$11.41
Change+$0.05 (+0.44%)
VolumeN/A
Net Assets1.89B
CWIAX vs RGDTX Comparison Chart in %
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CWIAX vs. RGDTX commentary
Aug 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 CWIAX is a StrongBuy and RGDTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 137B vs. RGDTX (1.89B). CWIAX pays higher dividends than RGDTX: CWIAX (1.46) vs RGDTX (1.00). CWIAX was incepted earlier than RGDTX: CWIAX (24 years) vs RGDTX (8 years). RGDTX (1.01) is less costly to investors than CWIAX (0.78). RGDTX is a more actively managed with annual turnover of: 47.00 vs. CWIAX (27.00). RGDTX has a lower initial minimum investment than CWIAX: RGDTX (0) vs CWIAX (250). CWIAX annual gain was more profitable for investors over the last year : 10.60 vs. RGDTX (7.91). CWIAX return over 5 years is better than : 47.96 vs. RGDTX (24.06).
| CWIAX | RGDTX | CWIAX / RGDTX | |
| Total Expense Ratio | 0.78 | 0.88 | 89% |
| Annual Report Gross Expense Ratio | 0.78 | 1.01 | 77% |
| Fund Existence | 24 years | 8 years | - |
| Gain YTD | 16.122 | 13.600 | 119% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 1.89B | 7,264% |
| Annual Yield % from dividends | 1.46 | 1.00 | 146% |
| Returns for 1 year | 10.60 | 7.91 | 134% |
| Returns for 3 years | 50.96 | 49.23 | 104% |
| Returns for 5 years | 47.96 | 24.06 | 199% |
| Returns for 10 years | 97.64 | N/A | - |
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