CWICX — American Funds Capital World Growth and Income Fund® Class 529-C
American Funds Capital World Growth and Income Fund® Class 529-C (CWICX)
CWICX pays a 0.91% distribution rate, quarterly, on a 1.52% expense ratio. Its Distribution Safety Score™ is 74 (Generally safe), giving a Safety-Adjusted Yield of 0.67%. Distributions fell 92.1% over the past year. Total return is 762.2% over the past 24.4 years, 171.0 points behind SPY at 933.2%. Its deepest 1-year drawdown was 10.6%.
American Funds Capital World Growth and Income Fund Class 529-C is a mutual fund that invests primarily in common stocks of well-established companies worldwide, with emphasis on dividend-paying businesses across developed and developing markets. The fund carries a modest current distribution rate paid quarterly and has an expense ratio of 1.52%. It appeals to investors seeking global equity exposure with an income component, particularly those using 529 education savings plans.
CWICX key facts
- Distribution Safety Score™
- 74 · Generally safe
- Safety-Adjusted Yield
- 0.67%
- Issuer
- Capital Group
- Asset type
- Mutual Fund
- Asset class
- Equity
- Expense ratio
- 1.52%
- Distribution rate
- 0.91%
- Distribution frequency
- Quarterly
- Trailing yield
- 8.35%
- Last close
- $82.79
- AUM
- $99,033,071,616
- Average volume
- 0.0
- Last dividend
- $0.1880
- Ex-dividend date
- 06/15/2026
- Beta
- 0.98
- P/E ratio
- 23.8367
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