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CWIEX vs RGDTX
CWIEX vs RGDTX Comparison
Open Charts CWIEX vs RGDTX
American Funds Capital World Gr&Inc 529E
Price$72.74
Change+$0.35 (+0.48%)
VolumeN/A
Net Assets136.73B
Russell Inv Global Equity M
Price$11.41
Change+$0.05 (+0.44%)
VolumeN/A
Net Assets1.89B
CWIEX vs RGDTX Comparison Chart in %
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CWIEX vs. RGDTX commentary
Aug 30, 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 StrongBuy and RGDTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 137B vs. RGDTX (1.89B). CWIEX pays higher dividends than RGDTX: CWIEX (1.25) vs RGDTX (1.00). CWIEX was incepted earlier than RGDTX: CWIEX (24 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 : 10.35 vs. RGDTX (7.91). CWIEX return over 5 years is better than : 46.23 vs. RGDTX (24.06).
| 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 | 8 years | - |
| Gain YTD | 15.933 | 13.600 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 1.89B | 7,264% |
| Annual Yield % from dividends | 1.25 | 1.00 | 125% |
| Returns for 1 year | 10.35 | 7.91 | 131% |
| Returns for 3 years | 49.90 | 49.23 | 101% |
| Returns for 5 years | 46.23 | 24.06 | 192% |
| Returns for 10 years | 93.20 | N/A | - |
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