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American Funds - Capital World Growth & Income Fund Class R-2 Shares: (MF: RWIBX)

(NASDAQ Mutual Funds) As of Jul 11, 2025 08:00 PM ET

$70.34 USD

-0.31 (-0.44%)

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 12.40 30
3 months 12.75 34
6 months 12.40 30
1 Year 16.10 38
3 Year 16.64 36
5 Year 11.61 47
10 Year 7.76 64

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 201.84
Bear Market (10/07 - 2/09) -51.34
Bull Market (2/09 - 3/21) 404.96

Load Adjusted Returns as of Jun 30, 2025

1 Year 16.10
5 Year 11.61
10 Year 7.76
Since Inception 9.32

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -0.31 12.75 NA NA
2024 7.96 1.36 5.47 -2.08
2023 6.03 5.61 -4.06 11.61
2022 -7.73 -14.93 -7.42 12.52
2021 4.16 5.49 -2.40 6.19
2020 -20.52 18.00 6.82 14.30

Annual Return

20252024202320222021202020192018201720162015
% Total Return 12.4013.0219.90-18.2413.8914.5124.34-10.9617.825.72-3.28
% Total Return Rel to Index 2.65-6.19-4.510.85-4.260.44-0.86-0.53-2.290.38-0.52
% Total Return Rel to Peer 1.810.641.261.32-2.30-2.15-0.40-0.93-4.400.14-1.00
% Perf Quintile vs Peer* 0.000.003.003.004.003.004.004.005.003.004.00
% Dividends 0.300.610.690.460.540.350.510.640.550.730.54
% Yield 0.410.870.900.860.780.570.931.371.021.561.17
Capital Gains ($) 0.003.890.940.003.310.000.392.110.001.240.71
Expense Ratio 0.001.501.511.531.511.521.541.541.541.541.50

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