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CWIAX vs RWIFX
CWIAX vs RWIFX Comparison
Open Charts CWIAX vs RWIFX
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 R5
Price$71.16
Change+$0.25 (+0.35%)
VolumeN/A
Net Assets134.69B
CWIAX vs RWIFX Comparison Chart in %
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CWIAX vs. RWIFX 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 RWIFX is a Hold.
FUNDAMENTALS
Fundamentals
CWIAX (135B) and RWIFX (135B) have equal amount of cash in the bank . RWIFX pays higher dividends than CWIAX: RWIFX (1.72) vs CWIAX (1.46). CWIAX was incepted earlier than RWIFX: CWIAX (23 years) vs RWIFX (23 years). CWIAX (0.78) is less costly to investors than RWIFX (0.46). CWIAX (27.00) and RWIFX (27.00) have comparable annual turnover. CWIAX (250) and RWIFX (250) have matching initial minimum investment requirements. RWIFX (9.95) and CWIAX (9.59) have marching annual gain over last year. CWIAX (55.88) and RWIFX (53.64) have equivalent 5 years return.
| CWIAX | RWIFX | CWIAX / RWIFX | |
| Total Expense Ratio | 0.78 | 0.46 | 170% |
| Annual Report Gross Expense Ratio | 0.78 | 0.46 | 170% |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | 12.856 | 13.022 | 99% |
| 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 | 1.72 | 85% |
| Returns for 1 year | 9.59 | 9.95 | 96% |
| Returns for 3 years | 50.68 | 50.43 | 100% |
| Returns for 5 years | 55.88 | 53.64 | 104% |
| Returns for 10 years | 81.20 | 62.02 | 131% |
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