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CWIEX vs RGDTX
CWIEX vs RGDTX Comparison
Open Charts CWIEX vs RGDTX
American Funds Capital World Gr&Inc 529E
Price$75.88
Change+$0.48 (+0.64%)
VolumeN/A
Net Assets141.87B
Russell Inv Global Equity M
Price$11.82
Change+$0.06 (+0.51%)
VolumeN/A
Net Assets1.92B
CWIEX vs RGDTX Comparison Chart in %
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CWIEX vs. RGDTX commentary
Oct 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 CWIEX is a Buy and RGDTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 142B vs. RGDTX (1.92B). CWIEX pays higher dividends than RGDTX: CWIEX (1.17) vs RGDTX (0.95). CWIEX was incepted earlier than RGDTX: CWIEX (24 years) vs RGDTX (9 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 : 12.49 vs. RGDTX (9.85). CWIEX return over 5 years is better than : 53.39 vs. RGDTX (28.56).
| CWIEX | RGDTX | CWIEX / RGDTX | |
| Total Expense Ratio | 1.00 | 0.88 | 114% |
| Annual Report Gross Expense Ratio | 1.00 | 1.01 | 99% |
| Fund Existence | 24 years | 9 years | - |
| Gain YTD | 21.178 | 17.600 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 1.92B | 7,400% |
| Annual Yield % from dividends | 1.17 | 0.95 | 124% |
| Returns for 1 year | 12.49 | 9.85 | 127% |
| Returns for 3 years | 70.05 | 68.70 | 102% |
| Returns for 5 years | 53.39 | 28.56 | 187% |
| Returns for 10 years | 98.16 | N/A | - |
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