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CWIFX vs RWIFX
CWIFX vs RWIFX Comparison
Open Charts CWIFX vs RWIFX
American Funds Capital World Gr&Inc 529F
Price$74.88
Change-$0.12 (-0.16%)
VolumeN/A
Net Assets140.74B
American Funds Capital World Gr&Inc R5
Price$75.24
Change-$0.12 (-0.16%)
VolumeN/A
Net Assets140.74B
CWIFX vs RWIFX Comparison Chart in %
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CWIFX vs. RWIFX commentary
Oct 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 Hold and RWIFX is a Hold.
FUNDAMENTALS
Fundamentals
CWIFX (141B) and RWIFX (141B) have equal amount of cash in the bank . RWIFX pays higher dividends than CWIFX: RWIFX (1.64) vs CWIFX (1.53). CWIFX was incepted earlier than RWIFX: CWIFX (23 years) vs RWIFX (23 years). CWIFX (0.86) is less costly to investors than RWIFX (0.46). CWIFX (27.00) and RWIFX (27.00) have comparable annual turnover. CWIFX (250) and RWIFX (250) have matching initial minimum investment requirements. RWIFX (10.04) and CWIFX (9.85) have marching annual gain over last year. CWIFX return over 5 years is better than : 55.21 vs. RWIFX (52.44).
| CWIFX | RWIFX | CWIFX / RWIFX | |
| Total Expense Ratio | 0.86 | 0.46 | 187% |
| Annual Report Gross Expense Ratio | 0.86 | 0.46 | 187% |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | 19.756 | 19.899 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 141B | 100% |
| Annual Yield % from dividends | 1.53 | 1.64 | 93% |
| Returns for 1 year | 9.85 | 10.04 | 98% |
| Returns for 3 years | 73.38 | 73.07 | 100% |
| Returns for 5 years | 55.21 | 52.44 | 105% |
| Returns for 10 years | 102.44 | 78.28 | 131% |
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