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American Funds - Capital World Growth & Income Fund Class R-1 Shares: (MF: RWIAX)

(NASDAQ Mutual Funds) As of Jul 16, 2025 08:00 PM ET

$70.51 USD

+0.20 (0.28%)

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 Jun 30, 2025

Total Return %* Percentile Rank Objective
YTD 12.42 30
3 months 12.74 34
6 months 12.42 30
1 Year 16.10 38
3 Year 16.65 36
5 Year 11.62 46
10 Year 8.29 56

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 201.53
Bear Market (10/07 - 2/09) -51.27
Bull Market (2/09 - 3/21) 429.95

Load Adjusted Returns as of Jun 30, 2025

1 Year 16.10
5 Year 11.62
10 Year 8.29
Since Inception 9.47

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -0.29 12.74 NA NA
2024 7.96 1.36 5.47 -2.08
2023 6.02 5.61 -4.07 11.60
2022 -7.71 -14.95 -7.40 12.52
2021 4.17 5.46 -2.38 6.18
2020 -20.53 18.00 6.84 14.30

Annual Return

20252024202320222021202020192018201720162015
% Total Return 12.4213.0219.88-18.2113.8814.5124.38-10.9723.705.69-3.29
% Total Return Rel to Index 2.66-6.20-4.520.88-4.280.43-0.82-0.553.580.36-0.53
% Total Return Rel to Peer 1.820.641.241.35-2.32-2.15-0.36-0.941.470.12-1.02
% Perf Quintile vs Peer* 0.000.003.003.004.003.004.004.003.003.004.00
% Dividends 0.300.610.690.470.540.340.510.640.540.730.51
% Yield 0.400.860.900.870.770.550.921.360.971.551.12
Capital Gains ($) 0.003.890.940.003.310.000.392.112.501.240.71
Expense Ratio 0.001.501.511.511.511.521.541.541.541.551.54

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