Interact to see
Advertisement
Advertisement
CWIFX vs RGGRX
CWIFX vs RGGRX Comparison
Open Charts CWIFX vs RGGRX
American Funds Capital World Gr&Inc 529F
Price$68.42
Change-$0.73 (-1.06%)
VolumeN/A
Net Assets131.04B
Victory RS Global R6
Price$18.33
Change-$0.22 (-1.19%)
VolumeN/A
Net Assets1.46B
CWIFX vs RGGRX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CWIFX vs. RGGRX commentary
Jun 15, 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: 131B vs. RGGRX (1.46B). CWIFX (1.68) and RGGRX (1.62) 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 : 9.04 vs. CWIFX (6.46). RGGRX return over 5 years is better than : 87.66 vs. CWIFX (57.58).
| 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 | 9.097 | 2.862 | 318% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 1.46B | 8,966% |
| Annual Yield % from dividends | 1.68 | 1.62 | 103% |
| Returns for 1 year | 6.46 | 9.04 | 71% |
| Returns for 3 years | 46.04 | 63.47 | 73% |
| Returns for 5 years | 57.58 | 87.66 | 66% |
| Returns for 10 years | 76.87 | N/A | - |