RWIGX Alternatives & Similar Mutual Funds

Capital World Growth and Income Fund Class R-6 (RWIGX) belongs to the Global Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with RWIGX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to RWIGX

RWIGX charges 0.41% annually. There are 22 mutual funds in the Global Equities category with lower expense ratios, going as low as 0.01%.

Symbol	Name	Expense Ratio	AUM	Inception
GMGEX	GMO Global Equity Allocation Fund	0.01%	—	Nov 1996	RWIGX vs GMGEX
GWOAX	GMO Global Developed Equity Allocation Fund	0.01%	—	Jun 2005	RWIGX vs GWOAX
SSGLX	State Street Global All Cap Equity ex-U.S. Index F...	0.07%	—	Sep 2014	RWIGX vs SSGLX
UCEQX	USAA Cornerstone Equity Fund	0.09%	—	Jun 2012	RWIGX vs UCEQX
VTWAX	Vanguard Total World Stock Index Fund Admiral Shar...	0.09%	90.20B	Feb 2019	RWIGX vs VTWAX

Best Risk-Adjusted Alternatives to RWIGX

RWIGX has a PortfoliosLab risk / return rank of 75. There are 37 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 96.

Symbol	Name	Risk / Return Rank	AUM	Inception
LVAGX	LSV Global Value Fund	96	—	Jun 2014	RWIGX vs LVAGX
VGPMX	Vanguard Global Capital Cycles Fund	95	3.90B	May 1984	RWIGX vs VGPMX
GCCHX	GMO Climate Change Fund	93	—	Apr 2017	RWIGX vs GCCHX
EPSYX	MainStay Epoch Global Equity Yield Fund	92	—	Dec 2005	RWIGX vs EPSYX
JGYIX	John Hancock Global Shareholder Yield Fund	92	—	Feb 2007	RWIGX vs JGYIX

Top Performing RWIGX Alternatives (YTD)

RWIGX is at 16.57% YTD. There are 35 mutual funds in the Global Equities category with higher YTD returns, going as high as 28.94%.

Symbol	Name	YTD Return	AUM	Inception
OBEGX	Oberweis Global Opportunities Fund	28.94%	—	Jan 1987	RWIGX vs OBEGX
GCCHX	GMO Climate Change Fund	28.83%	—	Apr 2017	RWIGX vs GCCHX
LVAGX	LSV Global Value Fund	25.25%	—	Jun 2014	RWIGX vs LVAGX
AGLOX	Ariel Global Fund	24.67%	—	Dec 2011	RWIGX vs AGLOX
PRGSX	T. Rowe Price Global Stock Fund	23.78%	—	Dec 1995	RWIGX vs PRGSX

Lowest Volatility Alternatives to RWIGX

RWIGX has 13.51% 1-year volatility. There are 138 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 6.81%.

Symbol	Name	Volatility 1Y	AUM	Inception
VMVFX	Vanguard Global Minimum Volatility Fund Investor S...	6.81%	2.00B	Dec 2013	RWIGX vs VMVFX
VMNVX	Vanguard Global Minimum Volatility Fund Admiral Sh...	6.83%	2.00B	Dec 2013	RWIGX vs VMNVX
SVTAX	SEI Institutional Managed Trust Global Managed Vol...	7.21%	—	Jul 2006	RWIGX vs SVTAX
MFWIX	MFS Global Total Return Fund Class I	7.38%	—	Sep 1990	RWIGX vs MFWIX
SGMAX	SEI Institutional Investments Trust Global Managed...	7.62%	—	Jan 2016	RWIGX vs SGMAX

Lowest Drawdown Alternatives to RWIGX

RWIGX has a 1-year max drawdown of -10.50%. There are 116 mutual funds in the Global Equities category with shallower 1-year drawdowns, going as shallow as -5.21%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
RTXAX	Russell Investment Tax-Managed Real Assets Fund	-5.21%	—	Jun 2019	RWIGX vs RTXAX
GQFPX	GQG Partners Global Quality Dividend Income Fund	-5.24%	—	Jun 2021	RWIGX vs GQFPX
GQRPX	GQG Partners Global Quality Equity Fund	-5.37%	—	Mar 2019	RWIGX vs GQRPX
GQRIX	GQG Partners Global Quality Equity Fund Institutio...	-5.40%	—	Mar 2019	RWIGX vs GQRIX
LVAFX	LSV Global Managed Volatility Fund	-5.76%	—	Jun 2014	RWIGX vs LVAFX

Other Mutual Funds from American Funds

The 10 most viewed American Funds mutual funds shown here include ABALX, AIVSX, RGAGX and span 6 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
ABALX	American Funds American Balanced Fund Class A	Diversified Portfolio	85	9.98%	—	Jul 1975	RWIGX vs ABALX
AIVSX	American Funds Investment Company of America Class...	Large Cap Blend Equities	55	10.91%	—	Jan 1934	RWIGX vs AIVSX
RGAGX	American Funds The Growth Fund of America Class R-...	Large Cap Growth Equities	35	10.24%	—	Dec 1973	RWIGX vs RGAGX
AWSHX	American Funds Washington Mutual Investors Fund Cl...	Large Cap Blend Equities	38	5.89%	—	Jul 1952	RWIGX vs AWSHX
RERGX	American Funds EuroPacific Growth Fund Class R-6	Foreign Large Cap Equities, Large Cap Growth Equities	40	12.33%	—	—	RWIGX vs RERGX
ANCFX	American Funds Fundamental Investors Class A	Large Cap Blend Equities	75	15.14%	—	Jan 1978	RWIGX vs ANCFX
ANWPX	American Funds New Perspective Fund Class A	Large Cap Growth Equities, Global Equities	29	7.38%	—	Mar 1973	RWIGX vs ANWPX
GFFFX	American Funds The Growth Fund of America	Large Cap Growth Equities	34	10.19%	—	Dec 1973	RWIGX vs GFFFX
AMECX	American Funds The Income Fund of America Class A	Diversified Portfolio, Dividend	53	6.34%	—	Dec 1973	RWIGX vs AMECX
AMCPX	American Funds AMCAP Fund Class A	Large Cap Growth Equities	27	6.34%	—	Jan 1967	RWIGX vs AMCPX

Often Compared With RWIGX

Investors most often compare RWIGX with FXAIX, TCIEX, FCNTX. These 20 comparison targets span 11 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
FXAIX	Fidelity 500 Index Fund	S&P 500	73	11.71%	—	Feb 1988	RWIGX vs FXAIX
TCIEX	TIAA-CREF International Equity Index Fund Institut...	Large Cap Blend Equities, Foreign Large Cap Equities	26	9.52%	—	Oct 2002	RWIGX vs TCIEX
FCNTX	Fidelity Contrafund	Large Cap Growth Equities	35	7.76%	176.32B	May 1967	RWIGX vs FCNTX
RITGX	American Funds American High-Income Trust® Class R...	High Yield Bonds	86	2.35%	—	Aug 2008	RWIGX vs RITGX
DODFX	Dodge & Cox International Stock Fund	Foreign Large Cap Equities, Large Cap Value Equities	59	12.76%	—	—	RWIGX vs DODFX
FNPFX	American Funds New Perspective Fund Class F-3	Large Cap Growth Equities	30	7.50%	—	Mar 1973	RWIGX vs FNPFX
VFIAX	Vanguard 500 Index Fund Admiral Shares	S&P 500, Large Cap Blend Equities	73	11.69%	1.60T	Nov 2000	RWIGX vs VFIAX
VTMNX	Vanguard Developed Markets Index Fund Institutiona...	Foreign Large Cap Equities	52	15.93%	304.30B	Jan 2001	RWIGX vs VTMNX
DILRX	DFA International Large Cap Growth Portfolio	Foreign Large Cap Equities	13	7.87%	—	Dec 2012	RWIGX vs DILRX
^GSPC	S&P 500 Index		73	10.35%	—	—	RWIGX vs ^GSPC
AGTHX	American Funds The Growth Fund of America Class A	Large Cap Growth Equities	34	10.09%	—	Dec 1973	RWIGX vs AGTHX
FLPKX	Fidelity Low-Priced Stock Fund Class K	Mid Cap Value Equities	42	10.08%	—	May 2008	RWIGX vs FLPKX
RLBGX	American Funds American Balanced Fund Class R-6	Diversified Portfolio	86	10.11%	—	Jul 1975	RWIGX vs RLBGX
VBTIX	Vanguard Total Bond Market Index Fund Institutiona...	Total Bond Market	23	0.43%	389.80B	Sep 1995	RWIGX vs VBTIX
GIDGX	Goldman Sachs Enhanced Dividend Global Equity Port...	Global Equities	82	11.66%	—	Apr 2008	RWIGX vs GIDGX
DODIX	Dodge & Cox Income Fund	Total Bond Market	29	0.51%	—	—	RWIGX vs DODIX
VEMIX	Vanguard Emerging Markets Stock Index Fund Institu...	Emerging Markets Equities	59	14.00%	—	Jun 2000	RWIGX vs VEMIX
FGIAX	Nuveen Global Infrastructure Fund Class A	Global Equities	29	9.87%	—	Dec 2007	RWIGX vs FGIAX
FMIEX	Wasatch Global Value Fund Investor Class Shares	Global Equities	89	13.17%	—	Sep 1996	RWIGX vs FMIEX
MVGIX	MFS Low Volatility Global Equity Fund	Global Equities	17	2.95%	—	Dec 2013	RWIGX vs MVGIX

Compare RWIGX with Any Fund or Stock

Compare RWIGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

Pair RWIGX with funds that move differently

Capital World Growth and Income Fund Class R-6 alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to RWIGX.

Explore RWIGX Diversifiers

Capital World Growth and Income Fund Class R-6 (RWIGX) Alternatives