American Funds Capital World Growth and Income Fund® Class R-2
RWIBX
NASDAQ
| Weiss Ratings | RWIBX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | RWIBX-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 | RWIBX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | American Funds Capital World Growth and Income Fund® Class R-2 | |||
| Category | Global Large-Stock Blend | |||
| Sub-Category | Global Equity Large Cap | |||
| Prospectus Objective | Growth and Income | |||
| Inception Date | Jun 07, 2002 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 250.00 | |||
| Minimum Subsequent Investment | 50.00 | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | RWIBX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 0.82% | |||
| Dividend | RWIBX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 2.05% | |||
| Asset Allocation | RWIBX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 1.47% | |||
| Stock | 98.15% | |||
| U.S. Stock | 53.28% | |||
| Non-U.S. Stock | 44.87% | |||
| Bond | 0.04% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.04% | |||
| Preferred | 0.11% | |||
| Convertible | 0.00% | |||
| Other Net | 0.22% | |||
| Price History | RWIBX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | -2.97% | |||
| 30-Day Total Return | -9.89% | |||
| 60-Day Total Return | -10.01% | |||
| 90-Day Total Return | -4.90% | |||
| Year to Date Total Return | -4.37% | |||
| 1-Year Total Return | 18.72% | |||
| 2-Year Total Return | 23.90% | |||
| 3-Year Total Return | 51.27% | |||
| 5-Year Total Return | 43.94% | |||
| Price | RWIBX-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 | RWIBX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $67.11 | |||
| 1-Month Low NAV | $67.11 | |||
| 1-Month High NAV | $74.09 | |||
| 52-Week Low NAV | $55.92 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $77.03 | |||
| 52-Week High Price (Date) | Dec 11, 2025 | |||
| Beta / Standard Deviation | RWIBX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 0.96 | |||
| Standard Deviation | 10.36 | |||
| Balance Sheet | RWIBX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 149.35B | |||
| Operating Ratios | RWIBX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 1.51% | |||
| Turnover Ratio | 44.00% | |||
| Performance | RWIBX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 10.15% | |||
| Last Bear Market Total Return | -14.93% | |||