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CWIEX vs RGESX
CWIEX vs RGESX Comparison
Open Charts CWIEX vs RGESX
American Funds Capital World Gr&Inc 529E
Price$72.78
Change+$0.34 (+0.47%)
VolumeN/A
Net Assets137.57B
Russell Inv Global Equity S
Price$11.41
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.9B
CWIEX vs RGESX Comparison Chart in %
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CWIEX vs. RGESX commentary
Sep 08, 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 CWIEX is a StrongBuy and RGESX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 138B vs. RGESX (1.9B). CWIEX pays higher dividends than RGESX: CWIEX (1.22) vs RGESX (0.91). CWIEX was incepted earlier than RGESX: CWIEX (24 years) vs RGESX (19 years). RGESX (1.01) and CWIEX (1.00) have similar cost to investors . RGESX is a more actively managed with annual turnover of: 47.00 vs. CWIEX (27.00). RGESX has a lower initial minimum investment than CWIEX: RGESX (0) vs CWIEX (250). CWIEX annual gain was more profitable for investors over the last year : 12.87 vs. RGESX (9.65). CWIEX return over 5 years is better than : 49.15 vs. RGESX (26.83).
| CWIEX | RGESX | CWIEX / RGESX | |
| Total Expense Ratio | 1.00 | 0.98 | 102% |
| Annual Report Gross Expense Ratio | 1.00 | 1.01 | 99% |
| Fund Existence | 24 years | 19 years | - |
| Gain YTD | 15.997 | 14.100 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138B | 1.9B | 7,278% |
| Annual Yield % from dividends | 1.22 | 0.91 | 134% |
| Returns for 1 year | 12.87 | 9.65 | 133% |
| Returns for 3 years | 54.44 | 53.82 | 101% |
| Returns for 5 years | 49.15 | 26.83 | 183% |
| Returns for 10 years | 94.28 | 10.64 | 886% |
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