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American Funds - Capital World Growth & Income Fund Class R-3 Shares: (MF: RWICX)

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

$70.76 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 12.65 28
3 months 12.87 32
6 months 12.65 28
1 Year 16.61 33
3 Year 17.16 32
5 Year 12.12 39
10 Year 8.77 49

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 208.55
Bear Market (10/07 - 2/09) -51.00
Bull Market (2/09 - 3/21) 470.45

Load Adjusted Returns as of Jun 30, 2025

1 Year 16.61
5 Year 12.11
10 Year 8.78
Since Inception 9.96

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -0.19 12.87 NA NA
2024 8.09 1.47 5.58 -1.97
2023 6.15 5.71 -3.95 11.72
2022 -7.62 -14.84 -7.30 12.65
2021 4.29 5.60 -2.27 6.30
2020 -20.45 18.14 6.94 14.43

Annual Return

20252024202320222021202020192018201720162015
% Total Return 12.6513.5320.42-17.8514.4115.0124.93-10.5724.296.16-2.86
% Total Return Rel to Index 2.90-5.69-3.991.24-3.740.94-0.26-0.154.170.82-0.10
% Total Return Rel to Peer 2.061.151.781.70-1.79-1.650.19-0.542.060.58-0.58
% Perf Quintile vs Peer* 0.000.003.003.004.003.004.004.003.003.004.00
% Dividends 0.440.900.940.700.820.570.720.860.760.930.73
% Yield 0.591.271.331.301.170.921.301.841.361.961.57
Capital Gains ($) 0.003.890.940.003.310.000.392.112.501.240.71
Expense Ratio 0.001.061.061.071.061.071.091.091.091.101.09

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