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CWIAX vs RWBEX
CWIAX vs RWBEX Comparison
Open Charts CWIAX vs RWBEX
American Funds Capital World Gr&Inc 529A
Price$61.40
Change-$2.22 (-3.49%)
VolumeN/A
Net Assets123.19B
American Funds Capital World Gr&Inc R2E
Price$61.40
Change-$2.22 (-3.49%)
VolumeN/A
Net Assets123.19B
CWIAX vs RWBEX Comparison Chart
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CWIAX vs. RWBEX commentary
Apr 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 Buy and RWBEX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX (123B) and RWBEX (123B) have equal amount of cash in the bank . CWIAX pays higher dividends than RWBEX: CWIAX (1.63) vs RWBEX (1.19). CWIAX was incepted earlier than RWBEX: CWIAX (23 years) vs RWBEX (11 years). RWBEX (1.21) is less costly to investors than CWIAX (0.78). CWIAX (27.00) and RWBEX (27.00) have comparable annual turnover. CWIAX (250) and RWBEX (250) have matching initial minimum investment requirements. CWIAX annual gain was more profitable for investors over the last year : 0.21 vs. RWBEX (-0.23). CWIAX return over 5 years is better than : 73.36 vs. RWBEX (65.81).
| CWIAX | RWBEX | CWIAX / RWBEX | |
| Total Expense Ratio | 0.78 | 1.21 | 64% |
| Annual Report Gross Expense Ratio | 0.78 | 1.21 | 64% |
| Fund Existence | 23 years | 11 years | - |
| Gain YTD | 0.873 | 0.744 | 117% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123B | 123B | 100% |
| Annual Yield % from dividends | 1.63 | 1.19 | 137% |
| Returns for 1 year | 0.21 | -0.23 | -91% |
| Returns for 3 years | 13.32 | 10.36 | 129% |
| Returns for 5 years | 73.36 | 65.81 | 111% |
| Returns for 10 years | 61.00 | 38.70 | 158% |
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