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CWICX vs RGLFX
CWICX vs RGLFX Comparison
Open Charts CWICX vs RGLFX
American Funds Capital World Gr&Inc 529C
Price$60.59
Change+$0.11 (+0.18%)
VolumeN/A
Net Assets117.37B
American Funds Global Insight R-5
Price$22.77
Change+$0.02 (+0.09%)
VolumeN/A
Net Assets14.91B
CWICX vs RGLFX Comparison Chart
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CWICX vs. RGLFX commentary
Apr 19, 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 RGLFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 117B vs. RGLFX (14.9B). RGLFX pays higher dividends than CWICX: RGLFX (1.20) vs CWICX (0.87). CWICX was incepted earlier than RGLFX: CWICX (23 years) vs RGLFX (5 years). CWICX (1.53) is less costly to investors than RGLFX (0.50). CWICX is a more actively managed with annual turnover of: 27.00 vs. RGLFX (21.00). CWICX (250) and RGLFX (250) have matching initial minimum investment requirements. RGLFX annual gain was more profitable for investors over the last year : 5.43 vs. CWICX (-1.69). RGLFX return over 5 years is better than : 59.14 vs. CWICX (42.38).
| CWICX | RGLFX | CWICX / RGLFX | |
| Total Expense Ratio | 1.53 | 0.50 | 306% |
| Annual Report Gross Expense Ratio | 1.53 | 0.50 | 306% |
| Fund Existence | 23 years | 5 years | - |
| Gain YTD | -3.940 | -2.609 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117B | 14.9B | 785% |
| Annual Yield % from dividends | 0.87 | 1.20 | 73% |
| Returns for 1 year | -1.69 | 5.43 | -31% |
| Returns for 3 years | 10.19 | 19.07 | 53% |
| Returns for 5 years | 42.38 | 59.14 | 72% |
| Returns for 10 years | 40.39 | N/A | - |
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