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CWIAX vs RLGYX
CWIAX vs RLGYX Comparison
Open Charts CWIAX vs RLGYX
American Funds Capital World Gr&Inc 529A
Price$72.47
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets137.49B
Russell Inv Global Equity Y
Price$11.26
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets1.89B
CWIAX vs RLGYX Comparison Chart in %
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CWIAX vs. RLGYX commentary
Aug 17, 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 RLGYX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 137B vs. RLGYX (1.89B). CWIAX pays higher dividends than RLGYX: CWIAX (1.46) vs RLGYX (1.10). CWIAX was incepted earlier than RLGYX: CWIAX (24 years) vs RLGYX (17 years). RLGYX (0.81) and CWIAX (0.78) have similar cost to investors . RLGYX is a more actively managed with annual turnover of: 47.00 vs. CWIAX (27.00). CWIAX has a lower initial minimum investment than RLGYX: CWIAX (250) vs RLGYX (10000000). CWIAX annual gain was more profitable for investors over the last year : 11.41 vs. RLGYX (9.33). CWIAX return over 5 years is better than : 51.32 vs. RLGYX (27.08).
| CWIAX | RLGYX | CWIAX / RLGYX | |
| Total Expense Ratio | 0.78 | 0.78 | 100% |
| Annual Report Gross Expense Ratio | 0.78 | 0.81 | 96% |
| Fund Existence | 24 years | 17 years | - |
| Gain YTD | 15.485 | 13.280 | 117% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 10000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 1.89B | 7,253% |
| Annual Yield % from dividends | 1.46 | 1.10 | 133% |
| Returns for 1 year | 11.41 | 9.33 | 122% |
| Returns for 3 years | 42.58 | 39.81 | 107% |
| Returns for 5 years | 51.32 | 27.08 | 190% |
| Returns for 10 years | 85.94 | 3.29 | 2,609% |
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