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CWICX vs RGESX
CWICX vs RGESX Comparison
Open Charts CWICX vs RGESX
American Funds Capital World Gr&Inc 529C
Price$63.14
Change-$0.19 (-0.30%)
VolumeN/A
Net Assets126.53B
Russell Inv Global Equity S
Price$9.90
Change-$0.06 (-0.60%)
VolumeN/A
Net Assets1.96B
CWICX vs RGESX Comparison Chart
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CWICX vs. RGESX commentary
Mar 12, 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 CWICX is a Hold and RGESX is a Hold.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 127B vs. RGESX (1.96B). RGESX pays higher dividends than CWICX: RGESX (1.00) vs CWICX (0.84). CWICX was incepted earlier than RGESX: CWICX (23 years) vs RGESX (18 years). CWICX (1.53) is less costly to investors than RGESX (1.01). RGESX is a more actively managed with annual turnover of: 47.00 vs. CWICX (27.00). RGESX has a lower initial minimum investment than CWICX: RGESX (0) vs CWICX (250). RGESX annual gain was more profitable for investors over the last year : 4.17 vs. CWICX (0.82). CWICX return over 5 years is better than : 52.49 vs. RGESX (38.74).
| CWICX | RGESX | CWICX / RGESX | |
| Total Expense Ratio | 1.53 | 0.98 | 156% |
| Annual Report Gross Expense Ratio | 1.53 | 1.01 | 151% |
| Fund Existence | 23 years | 18 years | - |
| Gain YTD | 0.404 | 2.100 | 19% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 127B | 1.96B | 6,466% |
| Annual Yield % from dividends | 0.84 | 1.00 | 84% |
| Returns for 1 year | 0.82 | 4.17 | 20% |
| Returns for 3 years | 19.50 | 26.06 | 75% |
| Returns for 5 years | 52.49 | 38.74 | 135% |
| Returns for 10 years | 52.97 | -5.38 | -984% |