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CWIEX vs RGGRX
CWIEX vs RGGRX Comparison
Open Charts CWIEX vs RGGRX
American Funds Capital World Gr&Inc 529E
Price$66.68
Change-$0.04 (-0.06%)
VolumeN/A
Net Assets128.47B
Victory RS Global R6
Price$17.91
Change+$0.03 (+0.17%)
VolumeN/A
Net Assets1.36B
CWIEX vs RGGRX Comparison Chart
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CWIEX vs. RGGRX commentary
May 23, 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 RGGRX is a Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 128B vs. RGGRX (1.36B). RGGRX pays higher dividends than CWIEX: RGGRX (1.72) vs CWIEX (1.38). CWIEX was incepted earlier than RGGRX: CWIEX (23 years) vs RGGRX (6 years). CWIEX (1.00) is less costly to investors than RGGRX (0.71). CWIEX is a more actively managed with annual turnover of: 27.00 vs. RGGRX (20.00). RGGRX has a lower initial minimum investment than CWIEX: RGGRX (0) vs CWIEX (250). RGGRX annual gain was more profitable for investors over the last year : 7.82 vs. CWIEX (3.20). RGGRX return over 5 years is better than : 89.81 vs. CWIEX (57.25).
| CWIEX | RGGRX | CWIEX / RGGRX | |
| Total Expense Ratio | 1.00 | 0.55 | 182% |
| Annual Report Gross Expense Ratio | 1.00 | 0.71 | 141% |
| Fund Existence | 23 years | 6 years | - |
| Gain YTD | 5.801 | 0.337 | 1,723% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 1.36B | 9,446% |
| Annual Yield % from dividends | 1.38 | 1.72 | 81% |
| Returns for 1 year | 3.20 | 7.82 | 41% |
| Returns for 3 years | 31.27 | 49.19 | 64% |
| Returns for 5 years | 57.25 | 89.81 | 64% |
| Returns for 10 years | 60.90 | N/A | - |
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