Interact to see
Advertisement
Advertisement
FWGIX vs RWIFX
FWGIX vs RWIFX Comparison
Open Charts FWGIX vs RWIFX
American Funds Capital World Gr&Inc F3
Price$70.43
Change+$0.79 (+1.13%)
VolumeN/A
Net Assets132.68B
American Funds Capital World Gr&Inc R5
Price$70.49
Change+$0.79 (+1.13%)
VolumeN/A
Net Assets132.68B
FWGIX vs RWIFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FWGIX vs. RWIFX commentary
Jun 27, 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 StrongBuy and RWIFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FWGIX (133B) and RWIFX (133B) have equal amount of cash in the bank . FWGIX (1.85) and RWIFX (1.80) have matching dividends . FWGIX was incepted earlier than RWIFX: FWGIX (8 years) vs RWIFX (23 years). RWIFX (0.46) is less costly to investors than FWGIX (0.41). FWGIX (27.00) and RWIFX (27.00) have comparable annual turnover. RWIFX has a lower initial minimum investment than FWGIX: RWIFX (250) vs FWGIX (1000000). FWGIX (9.51) and RWIFX (9.46) have marching annual gain over last year. FWGIX (57.70) and RWIFX (57.49) have equivalent 5 years return.
| FWGIX | RWIFX | FWGIX / RWIFX | |
| Total Expense Ratio | 0.41 | 0.46 | 89% |
| Annual Report Gross Expense Ratio | 0.41 | 0.46 | 89% |
| Fund Existence | 8 years | 23 years | - |
| Gain YTD | 11.978 | 11.958 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 133B | 133B | 100% |
| Annual Yield % from dividends | 1.85 | 1.80 | 103% |
| Returns for 1 year | 9.51 | 9.46 | 100% |
| Returns for 3 years | 46.18 | 46.00 | 100% |
| Returns for 5 years | 57.70 | 57.49 | 100% |
| Returns for 10 years | N/A | 61.35 | - |