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American Funds - Capital World Growth & Income Fund Class R-4 Shares: (MF: RWIEX)

(NASDAQ Mutual Funds) As of Dec 15, 2025 05:18 PM ET

$77.02 USD

-0.08 (-0.10%)

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 Nov 30, 2025

Total Return %* Percentile Rank Objective
YTD 23.06 17
3 months 6.58 15
6 months 14.79 22
1 Year 20.78 11
3 Year 17.71 30
5 Year 10.86 30
10 Year 10.37 39

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 213.67
Bear Market (10/07 - 2/09) -50.80
Bull Market (2/09 - 3/21) 553.24

Load Adjusted Returns as of Nov 30, 2025

1 Year 17.23
5 Year 12.21
10 Year 10.72
Since Inception 10.42

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -0.12 12.96 5.92 NA
2024 8.16 1.55 5.66 -1.90
2023 6.24 5.79 -3.89 11.82
2022 -7.54 -14.78 -7.24 12.73
2021 4.38 5.67 -2.21 6.39
2020 -20.39 18.22 7.03 14.51

Annual Return

20252024202320222021202020192018201720162015
% Total Return 23.0513.8620.79-17.6114.7515.3525.31-10.2924.636.50-2.57
% Total Return Rel to Index 2.71-5.36-3.621.48-3.401.280.110.124.511.170.18
% Total Return Rel to Peer 5.491.482.151.95-1.45-1.310.57-0.272.400.92-0.30
% Perf Quintile vs Peer* 0.000.003.003.004.003.004.004.003.003.004.00
% Dividends 0.731.091.100.861.010.730.871.020.911.060.87
% Yield 0.891.541.611.591.431.161.562.151.622.231.86
Capital Gains ($) 0.003.890.940.003.310.000.392.112.501.240.71
Expense Ratio 0.760.760.760.770.760.770.790.790.790.800.79

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