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CWIAX vs RWIAX
CWIAX vs RWIAX Comparison
Open Charts CWIAX vs RWIAX
American Funds Capital World Gr&Inc 529A
Price$70.82
Change+$0.25 (+0.35%)
VolumeN/A
Net Assets134.69B
American Funds Capital World Gr&Inc R1
Price$70.29
Change+$0.25 (+0.36%)
VolumeN/A
Net Assets134.69B
CWIAX vs RWIAX Comparison Chart in %
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CWIAX vs. RWIAX commentary
Jul 03, 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 RWIAX is a Hold.
FUNDAMENTALS
Fundamentals
CWIAX (135B) and RWIAX (135B) have equal amount of cash in the bank . CWIAX pays higher dividends than RWIAX: CWIAX (1.46) vs RWIAX (0.81). CWIAX was incepted earlier than RWIAX: CWIAX (23 years) vs RWIAX (23 years). RWIAX (1.51) is less costly to investors than CWIAX (0.78). CWIAX (27.00) and RWIAX (27.00) have comparable annual turnover. CWIAX (250) and RWIAX (250) have matching initial minimum investment requirements. CWIAX annual gain was more profitable for investors over the last year : 9.59 vs. RWIAX (8.74). CWIAX return over 5 years is better than : 55.88 vs. RWIAX (47.90).
| CWIAX | RWIAX | CWIAX / RWIAX | |
| Total Expense Ratio | 0.78 | 1.51 | 52% |
| Annual Report Gross Expense Ratio | 0.78 | 1.51 | 52% |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | 12.856 | 12.434 | 103% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 135B | 100% |
| Annual Yield % from dividends | 1.46 | 0.81 | 180% |
| Returns for 1 year | 9.59 | 8.74 | 110% |
| Returns for 3 years | 50.68 | 46.39 | 109% |
| Returns for 5 years | 55.88 | 47.90 | 117% |
| Returns for 10 years | 81.20 | 55.75 | 146% |
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