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RWIGX vs. CSUAX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

RWIGX vs. CSUAX

Last updated Apr 1, 2026

Compare and contrast key facts about Capital World Growth and Income Fund Class R-6 (RWIGX) and Cohen & Steers Global Infrastructure Fund Class A (CSUAX).

RWIGX is a passively managed fund by American Funds that tracks the performance of the MSCI All Country World Index (ACWI). It was launched on Mar 26, 1993. CSUAX is a passively managed fund by Cohen & Steers that tracks the performance of the FTSE Global Core Infrastructure 50/50 Index. It was launched on Aug 28, 2017. Both RWIGX and CSUAX are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.

Performance

RWIGX vs. CSUAX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Capital World Growth and Income Fund Class R-6 (RWIGX) and Cohen & Steers Global Infrastructure Fund Class A (CSUAX). The values are adjusted to include any dividend payments, if applicable.

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RWIGX vs. CSUAX - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
RWIGX
Capital World Growth and Income Fund Class R-6		-4.11%25.09%14.21%20.87%-17.02%15.11%15.71%25.94%-10.32%24.95%
CSUAX
Cohen & Steers Global Infrastructure Fund Class A		8.35%14.30%8.30%2.09%-5.20%16.24%-1.65%24.26%-5.83%17.99%

Returns By Period

In the year-to-date period, RWIGX achieves a -4.11% return, which is significantly lower than CSUAX's 8.35% return. Over the past 10 years, RWIGX has outperformed CSUAX with an annualized return of 10.67%, while CSUAX has yielded a comparatively lower 7.48% annualized return.

RWIGX

1D
-0.45%
1M
-9.81%
YTD
-4.11%
6M
0.10%
1Y
19.98%
3Y*
15.91%
5Y*
8.65%
10Y*
10.67%

CSUAX

1D
0.34%
1M
-4.38%
YTD
8.35%
6M
8.97%
1Y
17.98%
3Y*
10.78%
5Y*
7.79%
10Y*
7.48%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Capital World Growth and Income Fund Class R-6

Cohen & Steers Global Infrastructure Fund Class A

Often compared with RWIGX:
RWIGX vs. FCNTXRWIGX vs. FXAIXRWIGX vs. TCIEXRWIGX vs. VFIAXRWIGX vs. DODFXRWIGX vs. ^GSPCRWIGX vs. RITGX
Often compared with CSUAX:
CSUAX vs. GCCHXCSUAX vs. MVGIXCSUAX vs. APFDXCSUAX vs. FGIAXCSUAX vs. MEGICSUAX vs. LPXZXCSUAX vs. PORTX

RWIGX vs. CSUAX - Expense Ratio Comparison

RWIGX has a 0.41% expense ratio, which is lower than CSUAX's 1.22% expense ratio.

CSUAX
Cohen & Steers Global Infrastructure Fund Class A
RWIGX
Capital World Growth and Income Fund Class R-6

Return for Risk

RWIGX vs. CSUAX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
RWIGX
RWIGX Risk / Return Rank: 7171
Overall Rank
RWIGX Sharpe Ratio Rank: 7272
Sharpe Ratio Rank
RWIGX Sortino Ratio Rank: 7373
Sortino Ratio Rank
RWIGX Omega Ratio Rank: 6868
Omega Ratio Rank
RWIGX Calmar Ratio Rank: 7070
Calmar Ratio Rank
RWIGX Martin Ratio Rank: 7373
Martin Ratio Rank
CSUAX
CSUAX Risk / Return Rank: 8585
Overall Rank
CSUAX Sharpe Ratio Rank: 8484
Sharpe Ratio Rank
CSUAX Sortino Ratio Rank: 8383
Sortino Ratio Rank
CSUAX Omega Ratio Rank: 8080
Omega Ratio Rank
CSUAX Calmar Ratio Rank: 8888
Calmar Ratio Rank
CSUAX Martin Ratio Rank: 9090
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

RWIGX vs. CSUAX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Capital World Growth and Income Fund Class R-6 (RWIGX) and Cohen & Steers Global Infrastructure Fund Class A (CSUAX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

RWIGXCSUAXDifference

Sharpe ratio

Return per unit of total volatility

1.26

1.63

-0.37

Sortino ratio

Return per unit of downside risk

1.81

2.17

-0.36

Omega ratio

Gain probability vs. loss probability

1.25

1.32

-0.06

Calmar ratio

Return relative to maximum drawdown

1.61

2.36

-0.76

Martin ratio

Return relative to average drawdown

6.91

10.32

-3.41

Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

RWIGX vs. CSUAX - Sharpe Ratio Comparison

The current RWIGX Sharpe Ratio is 1.26, which is comparable to the CSUAX Sharpe Ratio of 1.63. The chart below compares the historical Sharpe Ratios of RWIGX and CSUAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

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Sharpe Ratios by Period

RWIGXCSUAXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.26

1.63

-0.37

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.58

0.61

-0.03

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.67

0.50

+0.17

Sharpe Ratio (All Time)

Calculated using the full available price history

0.57

0.55

+0.02

Correlation

The correlation between RWIGX and CSUAX is 0.73, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.

Dividends

RWIGX vs. CSUAX - Dividend Comparison

RWIGX's dividend yield for the trailing twelve months is around 11.37%, more than CSUAX's 7.46% yield.

TTM20252024202320222021202020192018201720162015
RWIGX
Capital World Growth and Income Fund Class R-6		11.37%10.86%8.23%3.44%2.45%7.16%1.53%2.90%7.37%6.94%5.60%4.04%
CSUAX
Cohen & Steers Global Infrastructure Fund Class A		7.46%8.09%2.23%2.17%3.55%2.95%1.30%1.52%2.08%5.00%2.04%6.20%

Drawdowns

RWIGX vs. CSUAX - Drawdown Comparison

The maximum RWIGX drawdown since its inception was -31.98%, smaller than the maximum CSUAX drawdown of -52.20%. Use the drawdown chart below to compare losses from any high point for RWIGX and CSUAX.

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Drawdown Indicators

RWIGXCSUAXDifference

Max Drawdown

Largest peak-to-trough decline

-31.98%

-52.20%

+20.22%

Max Drawdown (1Y)

Largest decline over 1 year

-11.08%

-7.98%

-3.10%

Max Drawdown (5Y)

Largest decline over 5 years

-27.03%

-20.45%

-6.58%

Max Drawdown (10Y)

Largest decline over 10 years

-31.98%

-35.05%

+3.07%

Current Drawdown

Current decline from peak

-10.50%

-4.38%

-6.12%

Average Drawdown

Average peak-to-trough decline

-5.19%

-8.49%

+3.30%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.58%

1.83%

+0.75%

Volatility

RWIGX vs. CSUAX - Volatility Comparison

Capital World Growth and Income Fund Class R-6 (RWIGX) has a higher volatility of 5.22% compared to Cohen & Steers Global Infrastructure Fund Class A (CSUAX) at 3.26%. This indicates that RWIGX's price experiences larger fluctuations and is considered to be riskier than CSUAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

RWIGXCSUAXDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.22%

3.26%

+1.96%

Volatility (6M)

Calculated over the trailing 6-month period

10.06%

6.89%

+3.17%

Volatility (1Y)

Calculated over the trailing 1-year period

15.78%

11.48%

+4.30%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.98%

12.89%

+2.09%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

15.95%

14.89%

+1.06%