Interact to see
Advertisement
Advertisement
CWIFX vs RGGYX
CWIFX vs RGGYX Comparison
Open Charts CWIFX vs RGGYX
American Funds Capital World Gr&Inc 529F
Price$71.24
Change+$0.17 (+0.24%)
VolumeN/A
Net Assets135.09B
Victory RS Global Y
Price$26.13
Change-$0.04 (-0.15%)
VolumeN/A
Net Assets1.55B
CWIFX vs RGGYX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWIFX vs. RGGYX commentary
Aug 08, 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 RGGYX is a Buy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 135B vs. RGGYX (1.55B). CWIFX pays higher dividends than RGGYX: CWIFX (1.60) vs RGGYX (1.09). CWIFX was incepted earlier than RGGYX: CWIFX (23 years) vs RGGYX (14 years). CWIFX (0.86) and RGGYX (0.84) have similar cost to investors . CWIFX is a more actively managed with annual turnover of: 27.00 vs. RGGYX (20.00). CWIFX has a lower initial minimum investment than RGGYX: CWIFX (250) vs RGGYX (1000000). RGGYX annual gain was more profitable for investors over the last year : 19.06 vs. CWIFX (16.57). RGGYX return over 5 years is better than : 81.41 vs. CWIFX (51.26).
| CWIFX | RGGYX | CWIFX / RGGYX | |
| Total Expense Ratio | 0.86 | 0.60 | 143% |
| Annual Report Gross Expense Ratio | 0.86 | 0.84 | 102% |
| Fund Existence | 23 years | 14 years | - |
| Gain YTD | 13.593 | 7.962 | 171% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 1.55B | 8,704% |
| Annual Yield % from dividends | 1.60 | 1.09 | 147% |
| Returns for 1 year | 16.57 | 19.06 | 87% |
| Returns for 3 years | 44.74 | 58.90 | 76% |
| Returns for 5 years | 51.26 | 81.41 | 63% |
| Returns for 10 years | 83.24 | 128.99 | 65% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement