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American Funds Capital World Growth & Income Fund Class C Shares: (MF: CWGCX)

(NASDAQ Mutual Funds) As of Oct 2, 2025 08:00 PM ET

$74.80 USD

+0.22 (0.30%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Aug 31, 2025

Total Return %* Percentile Rank Objective
YTD 14.91 35
3 months 7.51 41
6 months 11.08 39
1 Year 14.75 31
3 Year 17.00 33
5 Year 10.01 45
10 Year 9.12 58

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 201.93
Bear Market (10/07 - 2/09) -51.30
Bull Market (2/09 - 3/21) 440.65

Load Adjusted Returns as of Aug 31, 2025

1 Year 14.96
5 Year 11.63
10 Year 8.30
Since Inception 7.89

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -0.28 12.75 NA NA
2024 7.97 1.35 5.48 -2.09
2023 6.03 5.60 -4.05 11.61
2022 -7.71 -14.93 -7.40 12.51
2021 4.17 5.49 -2.39 6.20
2020 -20.53 18.02 6.84 14.31

Annual Return

20252024202320222021202020192018201720162015
% Total Return 14.9113.0319.90-18.2113.9214.5424.38-10.9623.695.65-3.33
% Total Return Rel to Index 0.78-6.19-4.510.88-4.240.46-0.81-0.533.570.31-0.57
% Total Return Rel to Peer 1.520.651.261.35-2.28-2.12-0.36-0.931.460.07-1.06
% Perf Quintile vs Peer* 0.000.003.003.004.003.004.004.003.003.004.00
% Dividends 0.310.620.690.470.550.350.500.630.520.710.50
% Yield 0.410.880.920.880.790.560.921.350.941.511.09
Capital Gains ($) 0.003.890.940.003.310.000.392.112.501.240.71
Expense Ratio 1.481.481.501.501.481.501.531.541.561.591.57

* 1 = Top 20%, 5 = Bottom 20%