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

(NASDAQ Mutual Funds) As of Feb 13, 2026 05:22 PM ET

$74.98 USD

-0.06 (-0.08%)

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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1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jan 31, 2026

Total Return %* Percentile Rank Objective
YTD 5.06 13
3 months 6.68 24
6 months 15.72 15
1 Year 25.39 16
3 Year 18.89 22
5 Year 11.20 29
10 Year 11.90 34

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 215.16
Bear Market (10/07 - 2/09) -50.79
Bull Market (2/09 - 3/21) 594.54

Load Adjusted Returns as of Jan 31, 2026

1 Year 17.47
5 Year 8.85
10 Year 10.16
Since Inception 10.32

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -0.11 12.97 5.93 3.91
2024 8.17 1.55 5.67 -1.89
2023 6.24 5.79 -3.88 11.80
2022 -7.54 -14.77 -7.23 12.72
2021 4.37 5.67 -2.21 6.41

Annual Return

20262025202420232022202120202019201820172016
% Total Return 5.0624.2213.8920.80-17.6014.7715.3725.31-10.2524.676.50
% Total Return Rel to Index 0.002.87-5.33-3.611.48-3.381.290.100.174.551.17
% Total Return Rel to Peer 0.005.741.512.161.95-1.43-1.290.56-0.222.440.92
% Perf Quintile vs Peer* 0.000.000.003.003.004.003.004.004.003.003.00
% Dividends 0.000.881.111.110.881.030.730.881.040.931.07
% Yield NA1.071.551.251.601.451.151.572.191.632.24
Capital Gains ($) 0.006.343.890.940.003.310.000.392.112.501.24
Expense Ratio 0.000.730.740.750.750.750.770.770.750.770.79

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