RWIGX vs. RGAGX
RWIGX (Capital World Growth and Income Fund Class R-6) and RGAGX (American Funds The Growth Fund of America Class R-6) are both mutual funds - RWIGX is a Global Equities fund tracking the MSCI All Country World Index (ACWI), while RGAGX is a Large Cap Growth Equities fund managed by American Funds. Over the past 10 years, RWIGX returned 12.56%/yr vs 16.39%/yr for RGAGX. Their correlation of 0.90 suggests significant overlap in exposure. RWIGX charges 0.41%/yr vs 0.30%/yr for RGAGX.
Performance
RWIGX vs. RGAGX - Performance Comparison
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Returns By Period
In the year-to-date period, RWIGX achieves a 16.57% return, which is significantly higher than RGAGX's 10.24% return. Over the past 10 years, RWIGX has underperformed RGAGX with an annualized return of 12.56%, while RGAGX has yielded a comparatively higher 16.39% annualized return.
RWIGX
- 1D
- 0.65%
- 1M
- 6.72%
- YTD
- 16.57%
- 6M
- 18.15%
- 1Y
- 34.59%
- 3Y*
- 22.57%
- 5Y*
- 11.80%
- 10Y*
- 12.56%
RGAGX
- 1D
- -0.33%
- 1M
- 6.84%
- YTD
- 10.24%
- 6M
- 9.86%
- 1Y
- 26.58%
- 3Y*
- 25.54%
- 5Y*
- 12.86%
- 10Y*
- 16.39%
RWIGX vs. RGAGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RWIGX Capital World Growth and Income Fund Class R-6 | 16.57% | 25.09% | 14.21% | 20.87% | -17.02% | 15.11% | 15.71% | 25.94% | -10.32% | 24.95% |
RGAGX American Funds The Growth Fund of America Class R-6 | 10.24% | 20.08% | 28.41% | 37.66% | -30.53% | 19.67% | 38.30% | 29.22% | -2.88% | 26.53% |
Correlation
The correlation between RWIGX and RGAGX is 0.91, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.91 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.92 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.91 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.90 |
Correlation (All Time) Calculated using the full available price history since Jan 5, 2010 | 0.90 |
The correlation between RWIGX and RGAGX has been stable across timeframes, ranging from 0.90 to 0.92 - a consistent structural relationship.
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Return for Risk
RWIGX vs. RGAGX — Risk / Return Rank
RWIGX
RGAGX
RWIGX vs. RGAGX - 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 American Funds The Growth Fund of America Class R-6 (RGAGX). 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 | RGAGX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.80 | ||
| Sortino ratioReturn per unit of downside risk | +1.11 | ||
| Omega ratioGain probability vs. loss probability | 1.47 | 1.32 | +0.15 |
| Calmar ratioReturn relative to maximum drawdown | 3.34 | 1.99 | +1.35 |
| Martin ratioReturn relative to average drawdown | 14.67 | 7.76 | +6.91 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| RWIGX | RGAGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.60 | 1.80 | +0.80 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.78 | 0.64 | +0.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.79 | 0.84 | -0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.65 | 0.86 | -0.21 |
Drawdowns
RWIGX vs. RGAGX - Drawdown Comparison
The maximum RWIGX drawdown since its inception was -31.98%, smaller than the maximum RGAGX drawdown of -36.19%. Use the drawdown chart below to compare losses from any high point for RWIGX and RGAGX.
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Drawdown Indicators
| RWIGX | RGAGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.98% | -36.19% | +4.21% |
Max Drawdown (1Y)Largest decline over 1 year | -10.50% | -13.71% | +3.21% |
Max Drawdown (3Y)Largest decline over 3 years | -15.54% | -21.54% | +6.00% |
Max Drawdown (5Y)Largest decline over 5 years | -27.03% | -36.19% | +9.16% |
Max Drawdown (10Y)Largest decline over 10 years | -31.98% | -36.19% | +4.21% |
Current DrawdownCurrent decline from peak | 0.00% | -0.33% | +0.33% |
Average DrawdownAverage peak-to-trough decline | -5.15% | -5.49% | +0.34% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.38% | 3.50% | -1.12% |
Volatility
RWIGX vs. RGAGX - Volatility Comparison
Capital World Growth and Income Fund Class R-6 (RWIGX) has a higher volatility of 4.40% compared to American Funds The Growth Fund of America Class R-6 (RGAGX) at 3.69%. This indicates that RWIGX's price experiences larger fluctuations and is considered to be riskier than RGAGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RWIGX | RGAGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.40% | 3.69% | +0.71% |
Volatility (6M)Calculated over the trailing 6-month period | 11.08% | 11.65% | -0.57% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.51% | 15.15% | -1.64% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.20% | 20.25% | -5.05% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.05% | 19.69% | -3.64% |
RWIGX vs. RGAGX - Expense Ratio Comparison
RWIGX has a 0.41% expense ratio, which is higher than RGAGX's 0.30% expense ratio.
Dividends
RWIGX vs. RGAGX - Dividend Comparison
RWIGX's dividend yield for the trailing twelve months is around 9.36%, less than RGAGX's 9.97% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RGAGX American Funds The Growth Fund of America Class R-6 | 9.97% | 10.99% | 9.29% | 7.70% | 4.44% | 8.49% | 4.57% | 7.93% | 12.36% | 7.34% | 6.95% | 9.22% |
RWIGX Capital World Growth and Income Fund Class R-6 | 9.36% | 10.86% | 8.23% | 3.44% | 2.45% | 7.16% | 1.53% | 2.90% | 7.37% | 6.94% | 5.60% | 4.04% |
Frequently Asked Questions
With a correlation of 0.91, RWIGX and RGAGX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
RWIGX has higher volatility (4.40%) compared to RGAGX (3.69%). In terms of maximum drawdown, RWIGX dropped -31.98% vs RGAGX's -36.19%.
RWIGX currently has the higher Sharpe Ratio (2.60 vs 1.80), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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