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CWIAX vs RWIEX
CWIAX vs RWIEX Comparison
Open Charts CWIAX vs RWIEX
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 R4
Price$64.83
Change+$0.18 (+0.28%)
VolumeN/A
Net Assets124.44B
CWIAX vs RWIEX Comparison Chart
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CWIAX vs. RWIEX 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 RWIEX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX (125B) and RWIEX (124B) have equal amount of cash in the bank . RWIEX (1.61) and CWIAX (1.61) have matching dividends . CWIAX was incepted earlier than RWIEX: CWIAX (23 years) vs RWIEX (23 years). CWIAX (0.78) and RWIEX (0.76) have similar cost to investors . CWIAX (27.00) and RWIEX (27.00) have comparable annual turnover. CWIAX (250) and RWIEX (250) have matching initial minimum investment requirements. RWIEX (1.98) and CWIAX (1.96) have marching annual gain over last year. CWIAX return over 5 years is better than : 54.80 vs. RWIEX (50.29).
| CWIAX | RWIEX | CWIAX / RWIEX | |
| Total Expense Ratio | 0.78 | 0.76 | 103% |
| Annual Report Gross Expense Ratio | 0.78 | 0.76 | 103% |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | 2.364 | 2.357 | 100% |
| 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 | 1.61 | 100% |
| Returns for 1 year | 1.96 | 1.98 | 99% |
| Returns for 3 years | 28.24 | 26.18 | 108% |
| Returns for 5 years | 54.80 | 50.29 | 109% |
| Returns for 10 years | 59.83 | 40.06 | 149% |