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CWIFX vs RGGRX
CWIFX vs RGGRX Comparison
Open Charts CWIFX vs RGGRX
American Funds Capital World Gr&Inc 529F
Price$66.81
Change-$0.04 (-0.06%)
VolumeN/A
Net Assets128.47B
Victory RS Global R6
Price$17.91
Change+$0.03 (+0.17%)
VolumeN/A
Net Assets1.36B
CWIFX vs RGGRX Comparison Chart
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CWIFX vs. RGGRX commentary
May 23, 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 RGGRX is a Buy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 128B vs. RGGRX (1.36B). CWIFX (1.78) and RGGRX (1.72) have matching dividends . CWIFX was incepted earlier than RGGRX: CWIFX (23 years) vs RGGRX (6 years). CWIFX (0.86) is less costly to investors than RGGRX (0.71). CWIFX is a more actively managed with annual turnover of: 27.00 vs. RGGRX (20.00). RGGRX has a lower initial minimum investment than CWIFX: RGGRX (0) vs CWIFX (250). RGGRX annual gain was more profitable for investors over the last year : 7.82 vs. CWIFX (3.59). RGGRX return over 5 years is better than : 89.81 vs. CWIFX (60.41).
| CWIFX | RGGRX | CWIFX / RGGRX | |
| Total Expense Ratio | 0.86 | 0.55 | 156% |
| Annual Report Gross Expense Ratio | 0.86 | 0.71 | 121% |
| Fund Existence | 23 years | 6 years | - |
| Gain YTD | 5.956 | 0.337 | 1,769% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 1.36B | 9,446% |
| Annual Yield % from dividends | 1.78 | 1.72 | 103% |
| Returns for 1 year | 3.59 | 7.82 | 46% |
| Returns for 3 years | 32.78 | 49.19 | 67% |
| Returns for 5 years | 60.41 | 89.81 | 67% |
| Returns for 10 years | 67.85 | N/A | - |
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