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CWICX vs RGLDX
CWICX vs RGLDX Comparison
Open Charts CWICX vs RGLDX
American Funds Capital World Gr&Inc 529C
Price$56.46
Change-$0.43 (-0.76%)
VolumeN/A
Net Assets110.35B
American Funds Global Insight R-3
Price$21.13
Change-$0.06 (-0.28%)
VolumeN/A
Net Assets13.92B
CWICX vs RGLDX Comparison Chart
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CWICX 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 CWICX is a Hold and RGLDX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 110B vs. RGLDX (13.9B). CWICX pays higher dividends than RGLDX: CWICX (0.87) vs RGLDX (0.70). CWICX was incepted earlier than RGLDX: CWICX (23 years) vs RGLDX (5 years). CWICX (1.53) is less costly to investors than RGLDX (1.12). CWICX is a more actively managed with annual turnover of: 27.00 vs. RGLDX (21.00). CWICX (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. CWICX (-11.54). RGLDX return over 5 years is better than : 49.24 vs. CWICX (36.19).
| CWICX | RGLDX | CWICX / RGLDX | |
| Total Expense Ratio | 1.53 | 1.07 | 143% |
| Annual Report Gross Expense Ratio | 1.53 | 1.12 | 137% |
| Fund Existence | 23 years | 5 years | - |
| Gain YTD | -10.487 | -9.157 | 115% |
| 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 | 0.87 | 0.70 | 125% |
| Returns for 1 year | -11.54 | -5.24 | 220% |
| Returns for 3 years | 0.73 | 7.19 | 10% |
| Returns for 5 years | 36.19 | 49.24 | 74% |
| Returns for 10 years | 30.69 | N/A | - |
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