Interact to see
Advertisement
Advertisement
CWICX vs RGLEX
CWICX vs RGLEX Comparison
Open Charts CWICX vs RGLEX
American Funds Capital World Gr&Inc 529C
Price$69.04
Change+$0.21 (+0.31%)
VolumeN/A
Net Assets132.07B
American Funds Global Insight R-4
Price$25.90
Change+$0.12 (+0.47%)
VolumeN/A
Net Assets16.89B
CWICX vs RGLEX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CWICX vs. RGLEX commentary
Jun 14, 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: 132B vs. RGLEX (16.9B). RGLEX (0.82) and CWICX (0.82) 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 : 13.19 vs. CWICX (6.55). RGLEX return over 5 years is better than : 67.80 vs. CWICX (52.05).
| 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 | 9.811 | 11.111 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 132B | 16.9B | 781% |
| Annual Yield % from dividends | 0.82 | 0.82 | 99% |
| Returns for 1 year | 6.55 | 13.19 | 50% |
| Returns for 3 years | 42.56 | 53.01 | 80% |
| Returns for 5 years | 52.05 | 67.80 | 77% |
| Returns for 10 years | 62.86 | N/A | - |