RWIGX vs. DILRX
Compare and contrast key facts about Capital World Growth and Income Fund Class R-6 (RWIGX) and DFA International Large Cap Growth Portfolio (DILRX).
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. DILRX is managed by Dimensional. It was launched on Dec 19, 2012.
Performance
RWIGX vs. DILRX - Performance Comparison
Loading graphics...
RWIGX vs. DILRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RWIGX Capital World Growth and Income Fund Class R-6 | -1.24% | 25.09% | 14.21% | 20.87% | -17.02% | 15.11% | 15.71% | 25.94% | -10.32% | 24.95% |
DILRX DFA International Large Cap Growth Portfolio | -0.70% | 25.59% | 1.70% | 18.51% | -19.75% | 15.20% | 14.72% | 26.40% | -12.92% | 26.41% |
Returns By Period
In the year-to-date period, RWIGX achieves a -1.24% return, which is significantly lower than DILRX's -0.70% return. Over the past 10 years, RWIGX has outperformed DILRX with an annualized return of 11.00%, while DILRX has yielded a comparatively lower 8.36% annualized return.
RWIGX
- 1D
- 3.00%
- 1M
- -6.54%
- YTD
- -1.24%
- 6M
- 2.54%
- 1Y
- 22.83%
- 3Y*
- 17.06%
- 5Y*
- 9.02%
- 10Y*
- 11.00%
DILRX
- 1D
- 3.24%
- 1M
- -8.11%
- YTD
- -0.70%
- 6M
- 0.80%
- 1Y
- 17.28%
- 3Y*
- 11.01%
- 5Y*
- 6.10%
- 10Y*
- 8.36%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
RWIGX vs. DILRX - Expense Ratio Comparison
RWIGX has a 0.41% expense ratio, which is higher than DILRX's 0.29% expense ratio.
Return for Risk
RWIGX vs. DILRX — Risk / Return Rank
RWIGX
DILRX
RWIGX vs. DILRX - 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 DFA International Large Cap Growth Portfolio (DILRX). 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.
| RWIGX | DILRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.48 | 1.05 | +0.43 |
Sortino ratioReturn per unit of downside risk | 2.12 | 1.51 | +0.61 |
Omega ratioGain probability vs. loss probability | 1.30 | 1.21 | +0.09 |
Calmar ratioReturn relative to maximum drawdown | 2.10 | 1.30 | +0.81 |
Martin ratioReturn relative to average drawdown | 8.87 | 5.25 | +3.61 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| RWIGX | DILRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.48 | 1.05 | +0.43 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.60 | 0.38 | +0.22 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.69 | 0.53 | +0.16 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.58 | 0.48 | +0.10 |
Correlation
The correlation between RWIGX and DILRX is 0.91, 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. DILRX - Dividend Comparison
RWIGX's dividend yield for the trailing twelve months is around 11.04%, more than DILRX's 1.96% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RWIGX Capital World Growth and Income Fund Class R-6 | 11.04% | 10.86% | 8.23% | 3.44% | 2.45% | 7.16% | 1.53% | 2.90% | 7.37% | 6.94% | 5.60% | 4.04% |
DILRX DFA International Large Cap Growth Portfolio | 1.96% | 1.98% | 2.03% | 1.95% | 2.56% | 2.37% | 1.34% | 2.09% | 2.55% | 1.94% | 2.40% | 2.34% |
Drawdowns
RWIGX vs. DILRX - Drawdown Comparison
The maximum RWIGX drawdown since its inception was -31.98%, roughly equal to the maximum DILRX drawdown of -32.19%. Use the drawdown chart below to compare losses from any high point for RWIGX and DILRX.
Loading graphics...
Drawdown Indicators
| RWIGX | DILRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.98% | -32.19% | +0.21% |
Max Drawdown (1Y)Largest decline over 1 year | -11.08% | -12.32% | +1.24% |
Max Drawdown (5Y)Largest decline over 5 years | -27.03% | -32.02% | +4.99% |
Max Drawdown (10Y)Largest decline over 10 years | -31.98% | -32.19% | +0.21% |
Current DrawdownCurrent decline from peak | -7.81% | -9.47% | +1.66% |
Average DrawdownAverage peak-to-trough decline | -5.19% | -6.48% | +1.29% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.63% | 3.04% | -0.41% |
Volatility
RWIGX vs. DILRX - Volatility Comparison
The current volatility for Capital World Growth and Income Fund Class R-6 (RWIGX) is 6.25%, while DFA International Large Cap Growth Portfolio (DILRX) has a volatility of 8.06%. This indicates that RWIGX experiences smaller price fluctuations and is considered to be less risky than DILRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| RWIGX | DILRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.25% | 8.06% | -1.81% |
Volatility (6M)Calculated over the trailing 6-month period | 10.48% | 11.53% | -1.05% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.01% | 16.94% | -0.93% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.04% | 16.22% | -1.18% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.97% | 15.77% | +0.20% |