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CWIFX vs RWIAX
CWIFX vs RWIAX Comparison
Open Charts CWIFX vs RWIAX
American Funds Capital World Gr&Inc 529F
Price$64.88
Change+$0.12 (+0.19%)
VolumeN/A
Net Assets124.97B
American Funds Capital World Gr&Inc R1
Price$64.34
Change+$0.12 (+0.19%)
VolumeN/A
Net Assets124.97B
CWIFX vs RWIAX Comparison Chart
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CWIFX vs. RWIAX commentary
May 11, 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 RWIAX is a Buy.
FUNDAMENTALS
Fundamentals
CWIFX (125B) and RWIAX (125B) have equal amount of cash in the bank . CWIFX pays higher dividends than RWIAX: CWIFX (1.78) vs RWIAX (0.90). CWIFX was incepted earlier than RWIAX: CWIFX (23 years) vs RWIAX (23 years). RWIAX (1.51) is less costly to investors than CWIFX (0.86). CWIFX (27.00) and RWIAX (27.00) have comparable annual turnover. CWIFX (250) and RWIAX (250) have matching initial minimum investment requirements. CWIFX annual gain was more profitable for investors over the last year : 2.35 vs. RWIAX (1.40). CWIFX return over 5 years is better than : 56.83 vs. RWIAX (47.23).
| CWIFX | RWIAX | CWIFX / RWIAX | |
| Total Expense Ratio | 0.86 | 1.51 | 57% |
| Annual Report Gross Expense Ratio | 0.86 | 1.51 | 57% |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | 2.895 | 2.576 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 125B | 100% |
| Annual Yield % from dividends | 1.78 | 0.90 | 197% |
| Returns for 1 year | 2.35 | 1.40 | 167% |
| Returns for 3 years | 33.16 | 28.19 | 118% |
| Returns for 5 years | 56.83 | 47.23 | 120% |
| Returns for 10 years | 65.05 | 38.19 | 170% |
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