Interact to see
Advertisement
Advertisement
CWIAX vs RGDTX
CWIAX vs RGDTX Comparison
Open Charts CWIAX vs RGDTX
American Funds Capital World Gr&Inc 529A
Price$74.45
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets138.65B
Russell Inv Global Equity M
Price$11.62
Change+$0.03 (+0.26%)
VolumeN/A
Net Assets1.86B
CWIAX vs RGDTX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWIAX vs. RGDTX commentary
Nov 20, 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 Hold and RGDTX is a Hold.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 139B vs. RGDTX (1.87B). CWIAX pays higher dividends than RGDTX: CWIAX (1.36) vs RGDTX (0.94). 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 : 12.18 vs. RGDTX (8.34). CWIAX return over 5 years is better than : 44.89 vs. RGDTX (19.98).
| 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 | 18.952 | 16.200 | 117% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 1.87B | 7,453% |
| Annual Yield % from dividends | 1.36 | 0.94 | 145% |
| Returns for 1 year | 12.18 | 8.34 | 146% |
| Returns for 3 years | 51.61 | 50.72 | 102% |
| Returns for 5 years | 44.89 | 19.98 | 225% |
| Returns for 10 years | 96.19 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement