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American Funds Capital World Growth & Income Fund Class A Shares: (MF: CWGIX)

(NASDAQ Mutual Funds) As of Sep 8, 2025 08:00 PM ET

$73.60 USD

+0.33 (0.45%)

Zacks MF Rank

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1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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2-Buy of 5   2      

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Zacks Premium Research for CWGIX

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

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Buy 2
MF Report

Fund Description

The fund invests primarily in common stocks of well-established companies across the globe, many of which have potential for dividend payments. It focuses on common stocks denominated in U.S. dollars or other currencies, with a significant portion of assets allocated to countries outside the United States, including developing nations. Aimed at investors seeking capital appreciation and income, the fund typically targets stocks considered resilient to market declines. Managed by multiple portfolio managers, its assets are divided into segments for individual management. The investment adviser employs a philosophy aimed at identifying attractively valued companies deemed to offer good long-term opportunities, adjusting the portfolio as necessary.

Load Information

Ticker Max
Load %
Deferred
Load %
Red.
Fee %
12B-1
Fee %
Mgmt
Fee %
Expense
Ratio %
American Funds Cap Wld Gr&Inc A CWGIX 5.75 NA 0.00 0.24 0.37 0.73

Return Data

Ticker Nav Inception Date % yield 1 year return 2 year return 3 year return
American Funds Cap Wld Gr&Inc A CWGIX 73.60 3/26/1993 1.48 15.73 15.60 11.42
American Funds Cap Wld Gr&Inc R4 RWIEX 72.52 3/26/1993 1.45 15.68 15.58 11.40
American Funds Cap Wld Gr&Inc R3 RWICX 72.09 3/26/1993 1.20 15.35 15.24 11.08
American Funds Cap Wld Gr&Inc R2 RWIBX 71.52 3/26/1993 0.81 14.83 14.72 10.57
American Funds Cap Wld Gr&Inc R1 RWIAX 71.81 3/26/1993 0.81 14.83 14.72 10.58
American Funds Cap Wld Gr&Inc 529A CWIAX 72.42 3/26/1993 1.46 15.69 15.56 11.39
American Funds Cap Wld Gr&Inc 529C CWICX 72.21 3/26/1993 0.78 14.81 14.69 10.54
American Funds Cap Wld Gr&Inc 529E CWIEX 72.29 3/26/1993 1.24 15.42 15.29 11.13
American Funds Cap Wld Gr&Inc 529F CWIFX 72.44 3/26/1993 1.60 15.87 15.74 11.57
American Funds Cap Wld Gr&Inc R5 RWIFX 72.79 3/26/1993 1.72 16.04 15.94 11.74
American Funds Cap Wld Gr&Inc C CWGCX 71.75 3/15/2001 0.83 14.85 14.74 10.60
American Funds Cap Wld Gr&Inc F CWGFX 72.54 3/26/1993 1.42 15.65 15.68 11.45
American Funds Cap Wrld Gr & Inc F2 WGIFX 72.65 8/1/2008 1.67 15.97 15.86 11.68
American Funds Cap Wld Gr&Inc R6 RWIGX 72.76 5/1/2009 1.76 16.11 15.99 11.80

Investment Information

Ticker Minimum Initial Investment ($) Minimum Subsequent Investment ($) Minimum Initial IRA ($) Dividend Frequency
American Funds Cap Wld Gr&Inc A CWGIX 250 50 25 Q

Contact Information

Family American Funds
Address 333 S Hope St
Los Angeles, CA 90071
Phone 800 421-4225