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CWICX vs RGLEX
CWICX vs RGLEX Comparison
Open Charts CWICX vs RGLEX
American Funds Capital World Gr&Inc 529C
Price$66.60
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
CWICX vs RGLEX Comparison Chart
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CWICX 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 CWICX is a Buy and RGLEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 128B vs. RGLEX (16.4B). RGLEX (0.87) and CWICX (0.86) have matching dividends . CWICX was incepted earlier than RGLEX: CWICX (23 years) vs RGLEX (6 years). CWICX (1.53) is less costly to investors than RGLEX (0.80). CWICX is a more actively managed with annual turnover of: 27.00 vs. RGLEX (21.00). CWICX (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. CWICX (2.66). RGLEX return over 5 years is better than : 69.60 vs. CWICX (53.14).
| CWICX | RGLEX | CWICX / RGLEX | |
| Total Expense Ratio | 1.53 | 0.80 | 191% |
| Annual Report Gross Expense Ratio | 1.53 | 0.80 | 191% |
| Fund Existence | 23 years | 6 years | - |
| Gain YTD | 5.589 | 7.550 | 74% |
| 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 | 0.86 | 0.87 | 99% |
| Returns for 1 year | 2.66 | 9.85 | 27% |
| Returns for 3 years | 29.19 | 39.56 | 74% |
| Returns for 5 years | 53.14 | 69.60 | 76% |
| Returns for 10 years | 52.48 | N/A | - |