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CWIEX vs RGESX
CWIEX vs RGESX Comparison
Open Charts CWIEX vs RGESX
American Funds Capital World Gr&Inc 529E
Price$75.60
Change-$0.28 (-0.37%)
VolumeN/A
Net Assets142.77B
Russell Inv Global Equity S
Price$11.75
Change-$0.06 (-0.51%)
VolumeN/A
Net Assets1.93B
CWIEX vs RGESX Comparison Chart in %
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CWIEX vs. RGESX commentary
Oct 10, 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 Buy and RGESX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 143B vs. RGESX (1.93B). CWIEX pays higher dividends than RGESX: CWIEX (1.17) vs RGESX (0.89). 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 : 11.64 vs. RGESX (9.18). CWIEX return over 5 years is better than : 52.82 vs. RGESX (28.14).
| 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 | 20.731 | 17.500 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 1.93B | 7,413% |
| Annual Yield % from dividends | 1.17 | 0.89 | 132% |
| Returns for 1 year | 11.64 | 9.18 | 127% |
| Returns for 3 years | 70.81 | 69.76 | 101% |
| Returns for 5 years | 52.82 | 28.14 | 188% |
| Returns for 10 years | 97.34 | 11.21 | 868% |
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