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CWIFX vs RGDTX
CWIFX vs RGDTX Comparison
Open Charts CWIFX vs RGDTX
American Funds Capital World Gr&Inc 529F
Price$74.42
Change-$0.67 (-0.89%)
VolumeN/A
Net Assets139.93B
Russell Inv Global Equity M
Price$11.59
Change-$0.08 (-0.69%)
VolumeN/A
Net Assets1.88B
CWIFX vs RGDTX Comparison Chart in %
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CWIFX 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 CWIFX is a Hold and RGDTX is a Hold.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 140B vs. RGDTX (1.88B). CWIFX pays higher dividends than RGDTX: CWIFX (1.49) vs RGDTX (0.94). 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 : 12.31 vs. RGDTX (9.11). CWIFX return over 5 years is better than : 45.77 vs. RGDTX (20.02).
| 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 | 19.021 | 16.700 | 114% |
| 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 | 1.49 | 0.94 | 160% |
| Returns for 1 year | 12.31 | 9.11 | 135% |
| Returns for 3 years | 52.19 | 51.37 | 102% |
| Returns for 5 years | 45.77 | 20.02 | 229% |
| Returns for 10 years | 99.87 | N/A | - |
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