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FWGIX vs RWIFX
FWGIX vs RWIFX Comparison
Open Charts FWGIX vs RWIFX
American Funds Capital World Gr&Inc F3
Price$70.16
Change-$0.90 (-1.27%)
VolumeN/A
Net Assets132.89B
American Funds Capital World Gr&Inc R5
Price$70.21
Change-$0.91 (-1.28%)
VolumeN/A
Net Assets134.61B
FWGIX vs RWIFX Comparison Chart in %
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FWGIX vs. RWIFX commentary
Aug 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 StrongBuy and RWIFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIFX (135B) and FWGIX (133B) have equal amount of cash in the bank . FWGIX (1.77) and RWIFX (1.72) have matching dividends . FWGIX was incepted earlier than RWIFX: FWGIX (9 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 (10.18) and RWIFX (10.12) have marching annual gain over last year. FWGIX (47.74) and RWIFX (47.49) 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 | 9 years | 23 years | - |
| Gain YTD | 11.549 | 11.513 | 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 | 135B | 99% |
| Annual Yield % from dividends | 1.77 | 1.72 | 103% |
| Returns for 1 year | 10.18 | 10.12 | 101% |
| Returns for 3 years | 43.47 | 43.28 | 100% |
| Returns for 5 years | 47.74 | 47.49 | 101% |
| Returns for 10 years | N/A | 58.78 | - |
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