CWIFX
Price
$71.07
Change
+$0.43 (+0.61%)
Updated
Aug 6 closing price
Net Assets
134.28B
RGDTX
Price
$11.08
Change
+$0.08 (+0.73%)
Updated
Aug 6 closing price
Net Assets
1.86B
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CWIFX vs RGDTX

Header iconCWIFX vs RGDTX Comparison
Open Charts CWIFX vs RGDTXBanner chart's image
American Funds Capital World Gr&Inc 529F
Price$71.07
Change+$0.43 (+0.61%)
VolumeN/A
Net Assets134.28B
Russell Inv Global Equity M
Price$11.08
Change+$0.08 (+0.73%)
VolumeN/A
Net Assets1.86B
CWIFX vs RGDTX Comparison Chart in %
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CWIFX vs. RGDTX commentary
Aug 07, 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.

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FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 134B vs. RGDTX (1.86B). 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 : 15.94 vs. RGDTX (12.07). CWIFX return over 5 years is better than : 50.90 vs. RGDTX (24.98).
CWIFXRGDTXCWIFX / RGDTX
Total Expense Ratio0.860.8898%
Annual Report Gross Expense Ratio0.861.0185%
Fund Existence23 years8 years-
Gain YTD13.32210.000133%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets134B1.86B7,212%
Annual Yield % from dividends1.601.00160%
Returns for 1 year15.9412.07132%
Returns for 3 years44.9239.68113%
Returns for 5 years50.9024.98204%
Returns for 10 years84.63N/A-
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