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

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

$71.41 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 12.99 24
3 months 13.04 30
6 months 12.99 24
1 Year 17.31 28
3 Year 17.87 24
5 Year 12.79 28
10 Year 9.43 37

* 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) 529.14

Load Adjusted Returns as of Jun 30, 2025

1 Year 17.31
5 Year 12.79
10 Year 9.43
Since Inception 10.64

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -0.04 13.04 NA NA
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
2020 -20.34 18.33 7.11 14.61

Annual Return

20252024202320222021202020192018201720162015
% Total Return 12.9914.2121.15-17.3615.0915.7125.68-10.0125.016.80-2.27
% Total Return Rel to Index 3.24-5.01-3.261.72-3.061.640.480.414.891.470.48
% Total Return Rel to Peer 2.401.822.512.19-1.11-0.950.940.012.781.230.00
% Perf Quintile vs Peer* 0.000.002.002.004.003.004.003.003.002.004.00
% Dividends 0.631.291.271.031.210.881.011.171.061.191.00
% Yield 0.851.821.921.891.711.401.822.481.882.522.17
Capital Gains ($) 0.003.890.940.003.310.000.392.112.501.240.71
Expense Ratio 0.000.460.460.470.460.470.490.490.490.500.49

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