Ad is loading...
CWICX vs RGLEX
CWICX vs RGLEX Comparison
Open Charts CWICX vs RGLEX
American Funds Capital World Gr&Inc 529C
Price$61.71
Change+$0.82 (+1.35%)
VolumeN/A
Net Assets117.94B
American Funds Global Insight R-4
Price$23.11
Change+$0.26 (+1.14%)
VolumeN/A
Net Assets15.02B
CWICX vs RGLEX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CWICX vs. RGLEX commentary
Apr 25, 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: 118B vs. RGLEX (15B). RGLEX (0.89) and CWICX (0.87) have matching dividends . CWICX was incepted earlier than RGLEX: CWICX (23 years) vs RGLEX (5 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 : 4.10 vs. CWICX (-2.22). RGLEX return over 5 years is better than : 60.63 vs. CWICX (45.47).
| 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 | 5 years | - |
| Gain YTD | -3.464 | -1.973 | 176% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118B | 15B | 787% |
| Annual Yield % from dividends | 0.87 | 0.89 | 98% |
| Returns for 1 year | -2.22 | 4.10 | -54% |
| Returns for 3 years | 14.01 | 21.45 | 65% |
| Returns for 5 years | 45.47 | 60.63 | 75% |
| Returns for 10 years | 39.44 | N/A | - |