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CWIAX vs RWIBX
CWIAX vs RWIBX Comparison
Open Charts CWIAX vs RWIBX
American Funds Capital World Gr&Inc 529A
Price$64.74
Change+$0.18 (+0.28%)
VolumeN/A
Net Assets124.56B
American Funds Capital World Gr&Inc R2
Price$63.96
Change+$0.18 (+0.28%)
VolumeN/A
Net Assets124.44B
CWIAX vs RWIBX Comparison Chart
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CWIAX vs. RWIBX commentary
May 09, 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 RWIBX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX (125B) and RWIBX (124B) have equal amount of cash in the bank . CWIAX pays higher dividends than RWIBX: CWIAX (1.61) vs RWIBX (0.91). CWIAX was incepted earlier than RWIBX: CWIAX (23 years) vs RWIBX (23 years). RWIBX (1.51) is less costly to investors than CWIAX (0.78). CWIAX (27.00) and RWIBX (27.00) have comparable annual turnover. CWIAX (250) and RWIBX (250) have matching initial minimum investment requirements. CWIAX annual gain was more profitable for investors over the last year : 1.96 vs. RWIBX (1.16). CWIAX return over 5 years is better than : 54.80 vs. RWIBX (46.43).
| CWIAX | RWIBX | CWIAX / RWIBX | |
| 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 | 2.364 | 2.088 | 113% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 124B | 101% |
| Annual Yield % from dividends | 1.61 | 0.91 | 178% |
| Returns for 1 year | 1.96 | 1.16 | 169% |
| Returns for 3 years | 28.24 | 23.96 | 118% |
| Returns for 5 years | 54.80 | 46.43 | 118% |
| Returns for 10 years | 59.83 | 36.19 | 165% |
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