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FWGIX vs RWIAX
FWGIX vs RWIAX Comparison
Open Charts FWGIX vs RWIAX
American Funds Capital World Gr&Inc F3
Price$63.46
Change-$0.19 (-0.30%)
VolumeN/A
Net Assets122.79B
American Funds Capital World Gr&Inc R1
Price$62.79
Change-$0.19 (-0.30%)
VolumeN/A
Net Assets122.79B
FWGIX vs RWIAX Comparison Chart
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FWGIX vs. RWIAX commentary
Mar 12, 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 FWGIX is a Hold and RWIAX is a Hold.
FUNDAMENTALS
Fundamentals
FWGIX (123B) and RWIAX (123B) have equal amount of cash in the bank . FWGIX pays higher dividends than RWIAX: FWGIX (1.90) vs RWIAX (0.89). FWGIX was incepted earlier than RWIAX: FWGIX (8 years) vs RWIAX (23 years). RWIAX (1.51) is less costly to investors than FWGIX (0.41). FWGIX (27.00) and RWIAX (27.00) have comparable annual turnover. RWIAX has a lower initial minimum investment than FWGIX: RWIAX (250) vs FWGIX (1000000). FWGIX annual gain was more profitable for investors over the last year : 1.97 vs. RWIAX (0.79). FWGIX return over 5 years is better than : 54.65 vs. RWIAX (49.56).
| FWGIX | RWIAX | FWGIX / RWIAX | |
| Total Expense Ratio | 0.41 | 1.51 | 27% |
| Annual Report Gross Expense Ratio | 0.41 | 1.51 | 27% |
| Fund Existence | 8 years | 23 years | - |
| Gain YTD | 0.610 | 0.407 | 150% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123B | 123B | 100% |
| Annual Yield % from dividends | 1.90 | 0.89 | 214% |
| Returns for 1 year | 1.97 | 0.79 | 248% |
| Returns for 3 years | 20.76 | 18.08 | 115% |
| Returns for 5 years | 54.65 | 49.56 | 110% |
| Returns for 10 years | N/A | 40.96 | - |
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