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CWGFX vs RGLEX
CWGFX vs RGLEX Comparison
Open Charts CWGFX vs RGLEX
American Funds Capital World Gr&Inc F1
Price$64.68
Change+$0.47 (+0.73%)
VolumeN/A
Net Assets126.7B
American Funds Global Insight R-4
Price$23.76
Change+$0.10 (+0.42%)
VolumeN/A
Net Assets15.34B
CWGFX vs RGLEX Comparison Chart
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CWGFX vs. RGLEX commentary
Jan 19, 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 StrongBuy and RGLEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 127B vs. RGLEX (15.3B). CWGFX pays higher dividends than RGLEX: CWGFX (1.64) vs RGLEX (1.20). CWGFX was incepted earlier than RGLEX: CWGFX (24 years) vs RGLEX (5 years). CWGFX is a more actively managed with annual turnover of: 27.00 vs. RGLEX (23.00). CWGFX (250) and RGLEX (250) have matching initial minimum investment requirements. RGLEX annual gain was more profitable for investors over the last year : 13.59 vs. CWGFX (10.89). RGLEX return over 5 years is better than : 42.42 vs. CWGFX (27.58).
| CWGFX | RGLEX | CWGFX / RGLEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 5 years | - |
| Gain YTD | 2.051 | 1.931 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 127B | 15.3B | 830% |
| Annual Yield % from dividends | 1.64 | 1.20 | 136% |
| Returns for 1 year | 10.89 | 13.59 | 80% |
| Returns for 3 years | 8.51 | 15.75 | 54% |
| Returns for 5 years | 27.58 | 42.42 | 65% |
| Returns for 10 years | 47.73 | N/A | - |
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