Interact to see
Advertisement
Advertisement
CWIFX vs RGDTX
CWIFX vs RGDTX Comparison
Open Charts CWIFX vs RGDTX
American Funds Capital World Gr&Inc 529F
Price$72.90
Change+$0.36 (+0.50%)
VolumeN/A
Net Assets136.73B
Russell Inv Global Equity M
Price$11.41
Change+$0.05 (+0.44%)
VolumeN/A
Net Assets1.89B
CWIFX vs RGDTX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWIFX 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 CWIFX is a StrongBuy and RGDTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 137B vs. RGDTX (1.89B). CWIFX pays higher dividends than RGDTX: CWIFX (1.60) vs RGDTX (1.00). CWIFX was incepted earlier than RGDTX: CWIFX (23 years) vs RGDTX (8 years). RGDTX (1.01) is less costly to investors than CWIFX (0.86). RGDTX is a more actively managed with annual turnover of: 47.00 vs. CWIFX (27.00). RGDTX has a lower initial minimum investment than CWIFX: RGDTX (0) vs CWIFX (250). CWIFX annual gain was more profitable for investors over the last year : 10.78 vs. RGDTX (7.91). CWIFX return over 5 years is better than : 49.16 vs. RGDTX (24.06).
| CWIFX | RGDTX | CWIFX / RGDTX | |
| Total Expense Ratio | 0.86 | 0.88 | 98% |
| Annual Report Gross Expense Ratio | 0.86 | 1.01 | 85% |
| Fund Existence | 23 years | 8 years | - |
| Gain YTD | 16.240 | 13.600 | 119% |
| 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 | 1.60 | 1.00 | 160% |
| Returns for 1 year | 10.78 | 7.91 | 136% |
| Returns for 3 years | 51.66 | 49.23 | 105% |
| Returns for 5 years | 49.16 | 24.06 | 204% |
| Returns for 10 years | 101.55 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement