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CWIFX vs RWBEX
CWIFX vs RWBEX Comparison
Open Charts CWIFX vs RWBEX
American Funds Capital World Gr&Inc 529F
Price$64.76
Change+$0.19 (+0.29%)
VolumeN/A
Net Assets124.56B
American Funds Capital World Gr&Inc R2E
Price$64.72
Change+$0.19 (+0.29%)
VolumeN/A
Net Assets124.44B
CWIFX vs RWBEX Comparison Chart
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CWIFX vs. RWBEX commentary
May 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 RWBEX is a Buy.
FUNDAMENTALS
Fundamentals
CWIFX (125B) and RWBEX (124B) have equal amount of cash in the bank . CWIFX pays higher dividends than RWBEX: CWIFX (1.78) vs RWBEX (1.18). CWIFX was incepted earlier than RWBEX: CWIFX (23 years) vs RWBEX (11 years). RWBEX (1.21) is less costly to investors than CWIFX (0.86). CWIFX (27.00) and RWBEX (27.00) have comparable annual turnover. CWIFX (250) and RWBEX (250) have matching initial minimum investment requirements. CWIFX annual gain was more profitable for investors over the last year : 2.39 vs. RWBEX (1.80). CWIFX return over 5 years is better than : 56.54 vs. RWBEX (48.50).
| CWIFX | RWBEX | CWIFX / RWBEX | |
| Total Expense Ratio | 0.86 | 1.21 | 71% |
| Annual Report Gross Expense Ratio | 0.86 | 1.21 | 71% |
| Fund Existence | 23 years | 11 years | - |
| Gain YTD | 2.705 | 2.486 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 124B | 101% |
| Annual Yield % from dividends | 1.78 | 1.18 | 151% |
| Returns for 1 year | 2.39 | 1.80 | 133% |
| Returns for 3 years | 33.51 | 29.46 | 114% |
| Returns for 5 years | 56.54 | 48.50 | 117% |
| Returns for 10 years | 64.07 | 38.57 | 166% |