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FWGIX vs RWIFX
FWGIX vs RWIFX Comparison
Open Charts FWGIX vs RWIFX
American Funds Capital World Gr&Inc F3
Price$63.87
Change+$0.24 (+0.38%)
VolumeN/A
Net Assets122.78B
American Funds Capital World Gr&Inc R5
Price$63.92
Change+$0.24 (+0.38%)
VolumeN/A
Net Assets123.19B
FWGIX vs RWIFX Comparison Chart
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FWGIX vs. RWIFX 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 RWIFX is a Buy.
FUNDAMENTALS
Fundamentals
FWGIX (123B) and RWIFX (123B) have equal amount of cash in the bank . FWGIX (1.98) and RWIFX (1.93) 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 (1.22) and RWIFX (1.17) have marching annual gain over last year. FWGIX (70.29) and RWIFX (70.05) 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 | 0.958 | 0.945 | 101% |
| 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 | 1.93 | 103% |
| Returns for 1 year | 1.22 | 1.17 | 104% |
| Returns for 3 years | 13.41 | 13.29 | 101% |
| Returns for 5 years | 70.29 | 70.05 | 100% |
| Returns for 10 years | N/A | 43.64 | - |