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RWIAX vs WGIFX
RWIAX vs WGIFX Comparison
Open Charts RWIAX vs WGIFX
American Funds Capital World Gr&Inc R1
Price$60.95
Change-$2.20 (-3.48%)
VolumeN/A
Net Assets123.19B
American Funds Capital World Gr&Inc F2
Price$61.57
Change-$2.23 (-3.50%)
VolumeN/A
Net Assets123.19B
RWIAX vs WGIFX Comparison Chart
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RWIAX vs. WGIFX 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 RWIAX is a Buy and WGIFX is a Buy.
FUNDAMENTALS
Fundamentals
RWIAX (123B) and WGIFX (123B) have equal amount of cash in the bank . WGIFX pays higher dividends than RWIAX: WGIFX (1.87) vs RWIAX (0.91). RWIAX was incepted earlier than WGIFX: RWIAX (23 years) vs WGIFX (17 years). RWIAX (1.51) is less costly to investors than WGIFX (0.52). RWIAX (27.00) and WGIFX (27.00) have comparable annual turnover. RWIAX (250) and WGIFX (250) have matching initial minimum investment requirements. WGIFX annual gain was more profitable for investors over the last year : 0.48 vs. RWIAX (-0.57). WGIFX return over 5 years is better than : 69.67 vs. RWIAX (64.09).
| RWIAX | WGIFX | RWIAX / WGIFX | |
| Total Expense Ratio | 1.51 | 0.52 | 290% |
| Annual Report Gross Expense Ratio | 1.51 | 0.52 | 290% |
| Fund Existence | 23 years | 17 years | - |
| Gain YTD | 0.678 | 0.915 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123B | 123B | 100% |
| Annual Yield % from dividends | 0.91 | 1.87 | 49% |
| Returns for 1 year | -0.57 | 0.48 | -119% |
| Returns for 3 years | 9.58 | 12.14 | 79% |
| Returns for 5 years | 64.09 | 69.67 | 92% |
| Returns for 10 years | 37.47 | 42.22 | 89% |
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