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CWIAX vs RWIHX
CWIAX vs RWIHX Comparison
Open Charts CWIAX vs RWIHX
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 R5E
Price$61.53
Change-$2.22 (-3.48%)
VolumeN/A
Net Assets123.19B
CWIAX vs RWIHX Comparison Chart
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CWIAX vs. RWIHX 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 RWIHX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX (123B) and RWIHX (123B) have equal amount of cash in the bank . RWIHX pays higher dividends than CWIAX: RWIHX (1.84) vs CWIAX (1.63). CWIAX was incepted earlier than RWIHX: CWIAX (23 years) vs RWIHX (9 years). CWIAX (0.78) is less costly to investors than RWIHX (0.56). CWIAX (27.00) and RWIHX (27.00) have comparable annual turnover. CWIAX (250) and RWIHX (250) have matching initial minimum investment requirements. RWIHX annual gain was more profitable for investors over the last year : 0.42 vs. CWIAX (0.21). CWIAX return over 5 years is better than : 73.36 vs. RWIHX (69.42).
| CWIAX | RWIHX | CWIAX / RWIHX | |
| Total Expense Ratio | 0.78 | 0.56 | 139% |
| Annual Report Gross Expense Ratio | 0.78 | 0.56 | 139% |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | 0.873 | 0.906 | 96% |
| 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 | 1.84 | 89% |
| Returns for 1 year | 0.21 | 0.42 | 50% |
| Returns for 3 years | 13.32 | 12.01 | 111% |
| Returns for 5 years | 73.36 | 69.42 | 106% |
| Returns for 10 years | 61.00 | N/A | - |
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