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CWGFX vs RGLEX
CWGFX vs RGLEX Comparison
Open Charts CWGFX vs RGLEX
American Funds Capital World Gr&Inc F1
Price$66.91
Change-$0.04 (-0.06%)
VolumeN/A
Net Assets128.47B
American Funds Global Insight R-4
Price$25.07
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets16.41B
CWGFX vs RGLEX Comparison Chart
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CWGFX vs. RGLEX commentary
May 23, 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 Buy and RGLEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 128B vs. RGLEX (16.4B). CWGFX pays higher dividends than RGLEX: CWGFX (1.58) vs RGLEX (0.87). CWGFX was incepted earlier than RGLEX: CWGFX (24 years) vs RGLEX (6 years). CWGFX (0.80) and RGLEX (0.80) have similar cost to investors . CWGFX is a more actively managed with annual turnover of: 27.00 vs. RGLEX (21.00). CWGFX (250) and RGLEX (250) have matching initial minimum investment requirements. RGLEX annual gain was more profitable for investors over the last year : 9.85 vs. CWGFX (3.41). RGLEX return over 5 years is better than : 69.60 vs. CWGFX (54.27).
| CWGFX | RGLEX | CWGFX / RGLEX | |
| Total Expense Ratio | 0.80 | 0.80 | 100% |
| Annual Report Gross Expense Ratio | 0.80 | 0.80 | 100% |
| Fund Existence | 24 years | 6 years | - |
| Gain YTD | 5.877 | 7.550 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 16.4B | 780% |
| Annual Yield % from dividends | 1.58 | 0.87 | 180% |
| Returns for 1 year | 3.41 | 9.85 | 35% |
| Returns for 3 years | 29.97 | 39.56 | 76% |
| Returns for 5 years | 54.27 | 69.60 | 78% |
| Returns for 10 years | 44.04 | N/A | - |
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