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CWIFX vs RGDTX
CWIFX vs RGDTX Comparison
Open Charts CWIFX vs RGDTX
American Funds Capital World Gr&Inc 529F
Price$76.00
Change+$0.48 (+0.64%)
VolumeN/A
Net Assets141.87B
Russell Inv Global Equity M
Price$11.82
Change+$0.06 (+0.51%)
VolumeN/A
Net Assets1.92B
CWIFX vs RGDTX Comparison Chart in %
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CWIFX vs. RGDTX commentary
Oct 09, 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 Buy and RGDTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 142B vs. RGDTX (1.92B). CWIFX pays higher dividends than RGDTX: CWIFX (1.53) vs RGDTX (0.95). CWIFX was incepted earlier than RGDTX: CWIFX (23 years) vs RGDTX (9 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 : 12.94 vs. RGDTX (9.85). CWIFX return over 5 years is better than : 56.43 vs. RGDTX (28.56).
| 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 | 9 years | - |
| Gain YTD | 21.548 | 17.600 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 1.92B | 7,400% |
| Annual Yield % from dividends | 1.53 | 0.95 | 161% |
| Returns for 1 year | 12.94 | 9.85 | 131% |
| Returns for 3 years | 72.03 | 68.70 | 105% |
| Returns for 5 years | 56.43 | 28.56 | 198% |
| Returns for 10 years | 106.65 | N/A | - |
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