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CWIAX vs RGDTX
CWIAX vs RGDTX Comparison
Open Charts CWIAX vs RGDTX
American Funds Capital World Gr&Inc 529A
Price$64.86
Change+$0.12 (+0.19%)
VolumeN/A
Net Assets124.77B
Russell Inv Global Equity M
Price$10.08
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.91B
CWIAX vs RGDTX Comparison Chart
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CWIAX vs. RGDTX commentary
May 10, 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 Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 125B vs. RGDTX (1.91B). CWIAX pays higher dividends than RGDTX: CWIAX (1.61) vs RGDTX (1.11). 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 : 2.18 vs. RGDTX (1.17). CWIAX return over 5 years is better than : 55.52 vs. RGDTX (31.46).
| 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 | 2.839 | 0.800 | 355% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 1.91B | 6,558% |
| Annual Yield % from dividends | 1.61 | 1.11 | 146% |
| Returns for 1 year | 2.18 | 1.17 | 186% |
| Returns for 3 years | 32.55 | 30.41 | 107% |
| Returns for 5 years | 55.52 | 31.46 | 176% |
| Returns for 10 years | 61.83 | N/A | - |