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CWIEX vs RGESX
CWIEX vs RGESX Comparison
Open Charts CWIEX vs RGESX
American Funds Capital World Gr&Inc 529E
Price$72.35
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets137.49B
Russell Inv Global Equity S
Price$11.31
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets1.89B
CWIEX vs RGESX Comparison Chart in %
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CWIEX vs. RGESX commentary
Aug 16, 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: 137B vs. RGESX (1.89B). CWIEX pays higher dividends than RGESX: CWIEX (1.25) vs RGESX (0.94). CWIEX was incepted earlier than RGESX: CWIEX (23 years) vs RGESX (18 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 : 11.15 vs. RGESX (9.11). CWIEX return over 5 years is better than : 49.58 vs. RGESX (26.53).
| CWIEX | RGESX | CWIEX / RGESX | |
| Total Expense Ratio | 1.00 | 0.98 | 102% |
| Annual Report Gross Expense Ratio | 1.00 | 1.01 | 99% |
| Fund Existence | 23 years | 18 years | - |
| Gain YTD | 15.312 | 13.100 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 1.89B | 7,245% |
| Annual Yield % from dividends | 1.25 | 0.94 | 133% |
| Returns for 1 year | 11.15 | 9.11 | 122% |
| Returns for 3 years | 41.58 | 39.14 | 106% |
| Returns for 5 years | 49.58 | 26.53 | 187% |
| Returns for 10 years | 81.77 | 2.85 | 2,873% |