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FWGIX vs RWIEX
FWGIX vs RWIEX Comparison
Open Charts FWGIX vs RWIEX
American Funds Capital World Gr&Inc F3
Price$61.64
Change-$2.23 (-3.49%)
VolumeN/A
Net Assets123.19B
American Funds Capital World Gr&Inc R4
Price$61.48
Change-$2.23 (-3.50%)
VolumeN/A
Net Assets123.19B
FWGIX vs RWIEX Comparison Chart
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FWGIX vs. RWIEX commentary
Apr 04, 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 RWIEX is a Buy.
FUNDAMENTALS
Fundamentals
FWGIX (123B) and RWIEX (123B) have equal amount of cash in the bank . FWGIX pays higher dividends than RWIEX: FWGIX (1.98) vs RWIEX (1.63). FWGIX was incepted earlier than RWIEX: FWGIX (8 years) vs RWIEX (23 years). RWIEX (0.76) is less costly to investors than FWGIX (0.41). FWGIX (27.00) and RWIEX (27.00) have comparable annual turnover. RWIEX has a lower initial minimum investment than FWGIX: RWIEX (250) vs FWGIX (1000000). FWGIX annual gain was more profitable for investors over the last year : 0.60 vs. RWIEX (0.23). FWGIX (70.29) and RWIEX (68.33) have equivalent 5 years return.
| FWGIX | RWIEX | FWGIX / RWIEX | |
| Total Expense Ratio | 0.41 | 0.76 | 54% |
| Annual Report Gross Expense Ratio | 0.41 | 0.76 | 54% |
| Fund Existence | 8 years | 23 years | - |
| Gain YTD | 0.958 | 0.869 | 110% |
| 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 | 1.98 | 1.63 | 121% |
| Returns for 1 year | 0.60 | 0.23 | 261% |
| Returns for 3 years | 12.42 | 11.51 | 108% |
| Returns for 5 years | 70.29 | 68.33 | 103% |
| Returns for 10 years | N/A | 41.09 | - |