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

(NASDAQ Mutual Funds) As of May 27, 2026 05:22 PM ET

$80.26 USD

+1.24 (1.57%)

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 Apr 30, 2026

Total Return %* Percentile Rank Objective
YTD 8.73 31
3 months 3.54 40
6 months 10.72 29
1 Year 33.71 17
3 Year 19.27 24
5 Year 9.54 33
10 Year 10.75 48

* 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) 533.41

Load Adjusted Returns as of Apr 30, 2026

1 Year 21.10
5 Year 8.13
10 Year 9.82
Since Inception 8.00

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -1.48 NA NA NA
2025 -0.28 12.75 5.73 4.15
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

Annual Return

20262025202420232022202120202019201820172016
% Total Return 8.7323.8113.0319.90-18.2113.9214.5424.38-10.9623.695.65
% Total Return Rel to Index 1.982.46-6.19-4.510.88-4.240.46-0.81-0.533.570.31
% Total Return Rel to Peer 0.755.330.651.261.35-2.28-2.12-0.36-0.931.460.07
% Perf Quintile vs Peer* 3.002.003.003.003.004.003.004.004.003.003.00
% Dividends 0.060.670.620.690.470.550.350.500.630.520.71
% Yield 0.810.820.880.960.880.790.560.921.350.941.51
Capital Gains ($) 0.006.343.890.940.003.310.000.392.112.501.24
Expense Ratio 0.001.471.481.501.501.481.501.531.541.561.59

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