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

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

$75.79 USD

+0.22 (0.29%)

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 15.48 29
3 months 7.72 38
6 months 11.49 30
1 Year 15.61 25
3 Year 17.88 24
5 Year 10.83 33
10 Year 9.95 43

* 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) 514.53

Load Adjusted Returns as of Aug 31, 2025

1 Year 10.63
5 Year 11.21
10 Year 8.52
Since Inception 10.16

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -0.11 12.97 NA NA
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
2020 -20.39 18.24 7.01 14.53

Annual Return

20252024202320222021202020192018201720162015
% Total Return 15.4813.8920.80-17.6014.7715.3725.31-10.2524.676.50-2.55
% Total Return Rel to Index 1.35-5.33-3.611.48-3.381.290.100.174.551.170.20
% Total Return Rel to Peer 2.091.512.161.95-1.43-1.290.56-0.222.440.92-0.27
% Perf Quintile vs Peer* 0.000.002.003.004.003.004.004.003.003.004.00
% Dividends 0.551.111.110.881.030.730.881.040.931.070.88
% Yield 0.711.551.631.601.451.151.572.191.632.241.88
Capital Gains ($) 0.003.890.940.003.310.000.392.112.501.240.71
Expense Ratio 0.730.740.750.750.750.770.770.750.770.790.77

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