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CWIEX vs RGDTX
CWIEX vs RGDTX Comparison
Open Charts CWIEX vs RGDTX
American Funds Capital World Gr&Inc 529E
Price$74.26
Change-$0.68 (-0.91%)
VolumeN/A
Net Assets139.93B
Russell Inv Global Equity M
Price$11.59
Change-$0.08 (-0.69%)
VolumeN/A
Net Assets1.88B
CWIEX vs RGDTX Comparison Chart in %
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CWIEX vs. RGDTX commentary
Nov 20, 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 Hold and RGDTX is a Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 140B vs. RGDTX (1.88B). CWIEX pays higher dividends than RGDTX: CWIEX (1.15) vs RGDTX (0.94). 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 : 11.86 vs. RGDTX (9.11). CWIEX return over 5 years is better than : 42.92 vs. RGDTX (20.02).
| 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 | 18.591 | 16.700 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 1.88B | 7,459% |
| Annual Yield % from dividends | 1.15 | 0.94 | 123% |
| Returns for 1 year | 11.86 | 9.11 | 130% |
| Returns for 3 years | 50.41 | 51.37 | 98% |
| Returns for 5 years | 42.92 | 20.02 | 214% |
| Returns for 10 years | 91.62 | N/A | - |
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