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FWGIX vs RWIBX
FWGIX vs RWIBX Comparison
Open Charts FWGIX vs RWIBX
American Funds Capital World Gr&Inc F3
Price$63.63
Change+$0.39 (+0.62%)
VolumeN/A
Net Assets122.04B
American Funds Capital World Gr&Inc R2
Price$62.67
Change+$0.39 (+0.63%)
VolumeN/A
Net Assets122.78B
FWGIX vs RWIBX Comparison Chart
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FWGIX vs. RWIBX commentary
Apr 03, 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 Buy and RWIBX is a Buy.
FUNDAMENTALS
Fundamentals
RWIBX (123B) and FWGIX (122B) have equal amount of cash in the bank . FWGIX pays higher dividends than RWIBX: FWGIX (1.98) vs RWIBX (0.92). FWGIX was incepted earlier than RWIBX: FWGIX (8 years) vs RWIBX (23 years). RWIBX (1.51) is less costly to investors than FWGIX (0.41). FWGIX (27.00) and RWIBX (27.00) have comparable annual turnover. RWIBX has a lower initial minimum investment than FWGIX: RWIBX (250) vs FWGIX (1000000). FWGIX annual gain was more profitable for investors over the last year : 0.37 vs. RWIBX (-0.79). FWGIX return over 5 years is better than : 67.31 vs. RWIBX (61.13).
| FWGIX | RWIBX | FWGIX / RWIBX | |
| 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 | 0.578 | 0.311 | 186% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 122B | 123B | 99% |
| Annual Yield % from dividends | 1.98 | 0.92 | 216% |
| Returns for 1 year | 0.37 | -0.79 | -47% |
| Returns for 3 years | 12.99 | 10.11 | 128% |
| Returns for 5 years | 67.31 | 61.13 | 110% |
| Returns for 10 years | N/A | 37.73 | - |