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CWICX vs RGLEX
CWICX vs RGLEX Comparison
Open Charts CWICX vs RGLEX
American Funds Capital World Gr&Inc 529C
Price$71.13
Change+$0.46 (+0.65%)
VolumeN/A
Net Assets135.13B
American Funds Global Insight R-4
Price$26.45
Change+$0.12 (+0.46%)
VolumeN/A
Net Assets17.32B
CWICX vs RGLEX Comparison Chart in %
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CWICX vs. RGLEX commentary
Jul 04, 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: 135B vs. RGLEX (17.3B). RGLEX (0.79) and CWICX (0.78) 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 : 15.15 vs. CWICX (8.49). RGLEX return over 5 years is better than : 66.90 vs. CWICX (50.99).
| 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 | 13.135 | 13.471 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 17.3B | 780% |
| Annual Yield % from dividends | 0.78 | 0.79 | 99% |
| Returns for 1 year | 8.49 | 15.15 | 56% |
| Returns for 3 years | 48.18 | 54.05 | 89% |
| Returns for 5 years | 50.99 | 66.90 | 76% |
| Returns for 10 years | 70.73 | N/A | - |
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