CWIEX
Price
$81.83
Change
+$1.38 (+1.72%)
Updated
Jun 15 closing price
Net Assets
159.53B
RGESX
Price
$12.26
Change
+$0.18 (+1.49%)
Updated
Jun 15 closing price
Net Assets
3.89B
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CWIEX vs RGESX

Header iconCWIEX vs RGESX Comparison
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CWIEX vs RGESX Comparison Chart in %
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CWIEX vs. RGESX commentary
Jun 16, 2026

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 Buy.

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FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 160B vs. RGESX (3.89B). CWIEX pays higher dividends than RGESX: CWIEX (1.13) vs RGESX (0.85). 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: 49.00 vs. CWIEX (44.00). 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 : 21.31 vs. RGESX (14.81). CWIEX return over 5 years is better than : 36.49 vs. RGESX (33.37).
CWIEXRGESXCWIEX / RGESX
Total Expense Ratio1.000.98102%
Annual Report Gross Expense Ratio1.001.0199%
Fund Existence24 years19 years-
Gain YTD15.8738.244193%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets160B3.89B4,117%
Annual Yield % from dividends1.130.85133%
Returns for 1 year21.3114.81144%
Returns for 3 years49.2842.73115%
Returns for 5 years36.4933.37109%
Returns for 10 years123.0129.90411%
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