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CWIFX vs RWIEX
CWIFX vs RWIEX Comparison
Open Charts CWIFX vs RWIEX
American Funds Capital World Gr&Inc 529F
Price$70.81
Change+$0.26 (+0.37%)
VolumeN/A
Net Assets134.85B
American Funds Capital World Gr&Inc R4
Price$70.90
Change+$0.25 (+0.35%)
VolumeN/A
Net Assets134.85B
CWIFX vs RWIEX Comparison Chart in %
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CWIFX vs. RWIEX commentary
Jul 02, 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 RWIEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIFX (135B) and RWIEX (135B) have equal amount of cash in the bank . CWIFX pays higher dividends than RWIEX: CWIFX (1.68) vs RWIEX (1.53). CWIFX was incepted earlier than RWIEX: CWIFX (23 years) vs RWIEX (23 years). CWIFX (0.86) is less costly to investors than RWIEX (0.76). CWIFX (27.00) and RWIEX (27.00) have comparable annual turnover. CWIFX (250) and RWIEX (250) have matching initial minimum investment requirements. CWIFX (10.11) and RWIEX (9.96) have marching annual gain over last year. CWIFX return over 5 years is better than : 57.94 vs. RWIEX (52.73).
| CWIFX | RWIEX | CWIFX / RWIEX | |
| Total Expense Ratio | 0.86 | 0.76 | 113% |
| Annual Report Gross Expense Ratio | 0.86 | 0.76 | 113% |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | 12.493 | 12.419 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 135B | 100% |
| Annual Yield % from dividends | 1.68 | 1.53 | 110% |
| Returns for 1 year | 10.11 | 9.96 | 102% |
| Returns for 3 years | 50.76 | 48.68 | 104% |
| Returns for 5 years | 57.94 | 52.73 | 110% |
| Returns for 10 years | 84.05 | 59.55 | 141% |