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CWIAX vs RGDTX
CWIAX vs RGDTX Comparison
Open Charts CWIAX vs RGDTX
American Funds Capital World Gr&Inc 529A
Price$71.27
Change+$0.45 (+0.64%)
VolumeN/A
Net Assets135.13B
Russell Inv Global Equity M
Price$11.04
Change+$0.07 (+0.64%)
VolumeN/A
Net Assets1.89B
CWIAX vs RGDTX Comparison Chart in %
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CWIAX vs. RGDTX commentary
Jul 04, 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 Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 135B vs. RGDTX (1.89B). CWIAX pays higher dividends than RGDTX: CWIAX (1.46) vs RGDTX (1.01). CWIAX was incepted earlier than RGDTX: CWIAX (23 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 : 9.32 vs. RGDTX (6.82). CWIAX return over 5 years is better than : 56.88 vs. RGDTX (32.76).
| CWIAX | RGDTX | CWIAX / RGDTX | |
| Total Expense Ratio | 0.78 | 0.88 | 89% |
| Annual Report Gross Expense Ratio | 0.78 | 1.01 | 77% |
| Fund Existence | 23 years | 8 years | - |
| Gain YTD | 13.573 | 9.700 | 140% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 1.89B | 7,143% |
| Annual Yield % from dividends | 1.46 | 1.01 | 144% |
| Returns for 1 year | 9.32 | 6.82 | 137% |
| Returns for 3 years | 51.64 | 48.66 | 106% |
| Returns for 5 years | 56.88 | 32.76 | 174% |
| Returns for 10 years | 84.28 | N/A | - |
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