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CWIAX vs RGDTX
CWIAX vs RGDTX Comparison
Open Charts CWIAX vs RGDTX
American Funds Capital World Gr&Inc 529A
Price$76.00
Change+$0.49 (+0.65%)
VolumeN/A
Net Assets141.87B
Russell Inv Global Equity M
Price$11.82
Change+$0.06 (+0.51%)
VolumeN/A
Net Assets1.92B
CWIAX vs RGDTX Comparison Chart in %
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CWIAX vs. RGDTX commentary
Oct 09, 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 Buy and RGDTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 142B vs. RGDTX (1.92B). CWIAX pays higher dividends than RGDTX: CWIAX (1.39) vs RGDTX (0.95). CWIAX was incepted earlier than RGDTX: CWIAX (24 years) vs RGDTX (9 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 : 12.78 vs. RGDTX (9.85). CWIAX return over 5 years is better than : 55.21 vs. RGDTX (28.56).
| 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 | 9 years | - |
| Gain YTD | 21.428 | 17.600 | 122% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 1.92B | 7,400% |
| Annual Yield % from dividends | 1.39 | 0.95 | 147% |
| Returns for 1 year | 12.78 | 9.85 | 130% |
| Returns for 3 years | 71.28 | 68.70 | 104% |
| Returns for 5 years | 55.21 | 28.56 | 193% |
| Returns for 10 years | 102.72 | N/A | - |
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