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American Funds - Capital World Growth & Income Fund Class R-5 Shares: (MF: RWIFX)

(NASDAQ Mutual Funds) As of Aug 14, 2026 05:21 PM ET

$83.50 USD

-0.28 (-0.33%)

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, 2026

Total Return %* Percentile Rank Objective
YTD 14.20 14
3 months 4.68 32
6 months 8.66 21
1 Year 25.92 14
3 Year 19.21 16
5 Year 11.13 16
10 Year 11.93 25

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 218.88
Bear Market (10/07 - 2/09) -50.59
Bull Market (2/09 - 3/21) 701.11

Load Adjusted Returns as of Jul 31, 2026

1 Year 27.03
5 Year 11.32
10 Year 12.48
Since Inception 11.10

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -1.25 16.70 NA NA
2025 -0.04 13.04 6.00 3.99
2024 8.25 1.62 5.76 -1.83
2023 6.30 5.89 -3.80 11.89
2022 -7.47 -14.72 -7.17 12.82
2021 4.44 5.75 -2.13 6.47

Annual Return

20262025202420232022202120202019201820172016
% Total Return 14.1924.5514.2121.15-17.3615.0915.7125.68-10.0125.016.80
% Total Return Rel to Index 5.303.20-5.01-3.261.72-3.061.640.480.414.891.47
% Total Return Rel to Peer 5.616.071.822.512.19-1.11-0.950.940.012.781.23
% Perf Quintile vs Peer* 1.001.003.002.002.004.003.004.003.003.002.00
% Dividends 0.641.061.291.271.031.210.881.011.171.061.19
% Yield 0.751.301.821.541.891.711.401.822.481.882.52
Capital Gains ($) 0.006.343.890.940.003.310.000.392.112.501.24
Expense Ratio 0.000.460.460.460.470.460.470.490.490.490.50

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