C
American Funds Capital World Growth and Income Fund® Class 529-C CWICX
NASDAQ
Recommendation
NAV
Total Assets
Dividend Yield
Turnover Ratio
Expense Ratio
Weiss Ratings CWICX-NASDAQ Click to
Compare
Click to
Compare
Click to
Compare
Rating C
Reward Index Fair
Reward Grade C
Risk Index Fair
Risk Grade C+
Company Info CWICX-NASDAQ Click to
Compare
Click to
Compare
Click to
Compare
Provider Capital Group
Manager/Tenure (Years) Sung Lee (20), Alfonso Barroso (19), Michael Cohen (11), 6 others
Website http://capitalgroup.com
Fund Information CWICX-NASDAQ Click to
Compare
Click to
Compare
Click to
Compare
Fund Name American Funds Capital World Growth and Income Fund® Class 529-C
Category Global Large-Stock Blend
Sub-Category Global Equity Large Cap
Prospectus Objective Growth and Income
Inception Date Feb 22, 2002
Open/Closed To New Investors Open
Minimum Initial Investment 250.00
Minimum Subsequent Investment 50.00
Front End Fee --
Back End Fee 0.01
Dividends and Shares CWICX-NASDAQ Click to
Compare
Click to
Compare
Click to
Compare
Dividend Yield 0.65%
Dividend CWICX-NASDAQ Click to
Compare
Click to
Compare
Click to
Compare
Dividend Yield (Forward) 1.87%
Asset Allocation CWICX-NASDAQ Click to
Compare
Click to
Compare
Click to
Compare
Cash 3.32%
Stock 95.45%
U.S. Stock 51.22%
Non-U.S. Stock 44.23%
Bond 0.20%
U.S. Bond 0.00%
Non-U.S. Bond 0.20%
Preferred 0.91%
Convertible 0.00%
Other Net 0.11%
Price History CWICX-NASDAQ Click to
Compare
Click to
Compare
Click to
Compare
7-Day Total Return -1.23%
30-Day Total Return 0.76%
60-Day Total Return 1.17%
90-Day Total Return -0.06%
Year to Date Total Return 15.09%
1-Year Total Return 24.70%
2-Year Total Return 45.64%
3-Year Total Return 71.83%
5-Year Total Return 59.12%
Price CWICX-NASDAQ Click to
Compare
Click to
Compare
Click to
Compare
Closing Price --
1-Month Low Price --
1-Month High Price --
52-Week Low Price --
52-Week Low Price (Date) --
52-Week High Price --
52-Week High Price (Date) --
NAV CWICX-NASDAQ Click to
Compare
Click to
Compare
Click to
Compare
Nav $81.47
1-Month Low NAV $80.85
1-Month High NAV $83.07
52-Week Low NAV $67.84
52-Week Low NAV (Date) Mar 30, 2026
52-Week High NAV $83.07
52-Week High Price (Date) Aug 13, 2026
Beta / Standard Deviation CWICX-NASDAQ Click to
Compare
Click to
Compare
Click to
Compare
Beta 0.98
Standard Deviation 12.38
Balance Sheet CWICX-NASDAQ Click to
Compare
Click to
Compare
Click to
Compare
Total Assets 158.35B
Operating Ratios CWICX-NASDAQ Click to
Compare
Click to
Compare
Click to
Compare
Expense Ratio 1.52%
Turnover Ratio 44.00%
Performance CWICX-NASDAQ Click to
Compare
Click to
Compare
Click to
Compare
Last Bull Market Total Return 30.45%
Last Bear Market Total Return -14.95%