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CWGFX vs RGLDX
CWGFX vs RGLDX Comparison
Open Charts CWGFX vs RGLDX
American Funds Capital World Gr&Inc F1
Price$56.67
Change-$0.43 (-0.75%)
VolumeN/A
Net Assets110.35B
American Funds Global Insight R-3
Price$21.13
Change-$0.06 (-0.28%)
VolumeN/A
Net Assets13.92B
CWGFX vs RGLDX Comparison Chart
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CWGFX vs. RGLDX commentary
Apr 09, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CWGFX is a Hold and RGLDX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 110B vs. RGLDX (13.9B). CWGFX pays higher dividends than RGLDX: CWGFX (1.59) vs RGLDX (0.70). CWGFX was incepted earlier than RGLDX: CWGFX (24 years) vs RGLDX (5 years). RGLDX (1.12) is less costly to investors than CWGFX (0.80). CWGFX is a more actively managed with annual turnover of: 27.00 vs. RGLDX (21.00). CWGFX (250) and RGLDX (250) have matching initial minimum investment requirements. RGLDX annual gain was more profitable for investors over the last year : -5.24 vs. CWGFX (-10.90). RGLDX return over 5 years is better than : 49.24 vs. CWGFX (37.20).
| CWGFX | RGLDX | CWGFX / RGLDX | |
| Total Expense Ratio | 0.80 | 1.07 | 75% |
| Annual Report Gross Expense Ratio | 0.80 | 1.12 | 71% |
| Fund Existence | 24 years | 5 years | - |
| Gain YTD | -10.327 | -9.157 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110B | 13.9B | 791% |
| Annual Yield % from dividends | 1.59 | 0.70 | 229% |
| Returns for 1 year | -10.90 | -5.24 | 208% |
| Returns for 3 years | 1.33 | 7.19 | 18% |
| Returns for 5 years | 37.20 | 49.24 | 76% |
| Returns for 10 years | 23.45 | N/A | - |
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