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CWIEX vs RWIAX
CWIEX vs RWIAX Comparison
Open Charts CWIEX vs RWIAX
American Funds Capital World Gr&Inc 529E
Price$68.28
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets130.89B
American Funds Capital World Gr&Inc R1
Price$67.88
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets130.89B
CWIEX vs RWIAX Comparison Chart in %
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CWIEX vs. RWIAX commentary
Jun 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 Buy and RWIAX is a Buy.
FUNDAMENTALS
Fundamentals
CWIEX (131B) and RWIAX (131B) have equal amount of cash in the bank . CWIEX pays higher dividends than RWIAX: CWIEX (1.31) vs RWIAX (0.85). CWIEX was incepted earlier than RWIAX: CWIEX (23 years) vs RWIAX (23 years). RWIAX (1.51) is less costly to investors than CWIEX (1.00). CWIEX (27.00) and RWIAX (27.00) have comparable annual turnover. CWIEX (250) and RWIAX (250) have matching initial minimum investment requirements. CWIEX annual gain was more profitable for investors over the last year : 5.46 vs. RWIAX (4.90). CWIEX return over 5 years is better than : 51.71 vs. RWIAX (45.64).
| CWIEX | RWIAX | CWIEX / RWIAX | |
| Total Expense Ratio | 1.00 | 1.51 | 66% |
| Annual Report Gross Expense Ratio | 1.00 | 1.51 | 66% |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | 8.825 | 8.579 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 131B | 100% |
| Annual Yield % from dividends | 1.31 | 0.85 | 153% |
| Returns for 1 year | 5.46 | 4.90 | 111% |
| Returns for 3 years | 47.01 | 43.85 | 107% |
| Returns for 5 years | 51.71 | 45.64 | 113% |
| Returns for 10 years | 68.28 | 47.97 | 142% |
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