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CWIEX vs RGDTX
CWIEX vs RGDTX Comparison
Open Charts CWIEX vs RGDTX
American Funds Capital World Gr&Inc 529E
Price$64.76
Change+$0.12 (+0.19%)
VolumeN/A
Net Assets124.77B
Russell Inv Global Equity M
Price$10.08
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.91B
CWIEX vs RGDTX Comparison Chart
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CWIEX vs. RGDTX commentary
May 10, 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 CWIEX is a Buy and RGDTX is a Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 125B vs. RGDTX (1.91B). CWIEX pays higher dividends than RGDTX: CWIEX (1.38) vs RGDTX (1.11). CWIEX was incepted earlier than RGDTX: CWIEX (23 years) vs RGDTX (8 years). RGDTX (1.01) and CWIEX (1.00) have similar cost to investors . RGDTX is a more actively managed with annual turnover of: 47.00 vs. CWIEX (27.00). RGDTX has a lower initial minimum investment than CWIEX: RGDTX (0) vs CWIEX (250). CWIEX annual gain was more profitable for investors over the last year : 1.96 vs. RGDTX (1.17). CWIEX return over 5 years is better than : 53.73 vs. RGDTX (31.46).
| CWIEX | RGDTX | CWIEX / RGDTX | |
| Total Expense Ratio | 1.00 | 0.88 | 114% |
| Annual Report Gross Expense Ratio | 1.00 | 1.01 | 99% |
| Fund Existence | 23 years | 8 years | - |
| Gain YTD | 2.755 | 0.800 | 344% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 1.91B | 6,558% |
| Annual Yield % from dividends | 1.38 | 1.11 | 125% |
| Returns for 1 year | 1.96 | 1.17 | 167% |
| Returns for 3 years | 31.61 | 30.41 | 104% |
| Returns for 5 years | 53.73 | 31.46 | 171% |
| Returns for 10 years | 58.24 | N/A | - |