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

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

$71.99 USD

-0.56 (-0.77%)

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 Jul 31, 2025

Total Return %* Percentile Rank Objective
YTD 12.76 29
3 months 11.74 37
6 months 8.33 29
1 Year 15.68 28
3 Year 15.58 23
5 Year 11.40 33
10 Year 8.91 44

* 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) 498.59

Load Adjusted Returns as of Jul 31, 2025

1 Year 16.95
5 Year 12.45
10 Year 9.10
Since Inception 10.30

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -0.12 12.96 NA 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 12.7613.8620.79-17.6114.7515.3525.31-10.2924.636.50-2.57
% Total Return Rel to Index 1.56-5.36-3.621.48-3.401.280.110.124.511.170.18
% Total Return Rel to Peer 2.001.482.151.95-1.45-1.310.57-0.272.400.92-0.30
% Perf Quintile vs Peer* 0.000.002.003.004.003.004.004.003.003.004.00
% Dividends 0.531.091.100.861.010.730.871.020.911.060.87
% Yield 0.711.541.611.591.431.161.562.151.622.231.86
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%