CWIEX
Price
$81.20
Change
+$0.11 (+0.14%)
Updated
Sep 18 closing price
Net Assets
158.35B
RGESX
Price
$12.45
Change
-$0.02 (-0.16%)
Updated
Sep 18 closing price
Net Assets
3.88B
Interact to see
Advertisement

CWIEX vs RGESX

CWIEX vs RGESX Comparison Chart in %
View a ticker or compare two or three
VS
CWIEX vs. RGESX commentary
Sep 21, 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 Hold and RGESX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 158B vs. RGESX (3.88B). CWIEX pays higher dividends than RGESX: CWIEX (1.11) vs RGESX (0.83). CWIEX was incepted earlier than RGESX: CWIEX (25 years) vs RGESX (20 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 : 10.04 vs. RGESX (7.86). RGESX (35.45) and CWIEX (34.61) have equivalent 5 years return.
CWIEXRGESXCWIEX / RGESX
Total Expense Ratio1.000.98102%
Annual Report Gross Expense Ratio1.001.0199%
Fund Existence25 years20 years-
Gain YTD15.18211.559131%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets158B3.88B4,071%
Annual Yield % from dividends1.110.83134%
Returns for 1 year10.047.86128%
Returns for 3 years50.0946.26108%
Returns for 5 years34.6135.4598%
Returns for 10 years110.8527.40405%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
MEGRX160.961.08
+0.68%
MFS Growth R2
FMSDX17.070.04
+0.23%
Fidelity Multi-Asset Income
BTIIX177.370.30
+0.17%
DWS Equity 500 Index Inst
EPLIX25.71-0.08
-0.31%
NYLIM Epoch U.S. Equity Yield Inv Class
HIAHX18.33-0.10
-0.54%
Hartford Healthcare HLS IA