Interact to see
Advertisement
Advertisement
CWIEX vs RGGRX
CWIEX vs RGGRX Comparison
Open Charts CWIEX vs RGGRX
American Funds Capital World Gr&Inc 529E
Price$75.55
Change+$0.46 (+0.61%)
VolumeN/A
Net Assets140.91B
Victory RS Global R6
Price$20.33
Change+$0.14 (+0.69%)
VolumeN/A
Net Assets1.73B
CWIEX vs RGGRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWIEX vs. RGGRX commentary
Oct 24, 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 Hold and RGGRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 141B vs. RGGRX (1.73B). RGGRX pays higher dividends than CWIEX: RGGRX (1.46) vs CWIEX (1.17). CWIEX was incepted earlier than RGGRX: CWIEX (24 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). CWIEX (12.70) and RGGRX (12.28) have marching annual gain over last year. RGGRX return over 5 years is better than : 83.43 vs. CWIEX (53.62).
| CWIEX | RGGRX | CWIEX / RGGRX | |
| Total Expense Ratio | 1.00 | 0.55 | 182% |
| Annual Report Gross Expense Ratio | 1.00 | 0.71 | 141% |
| Fund Existence | 24 years | 6 years | - |
| Gain YTD | 20.651 | 13.300 | 155% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 1.73B | 8,136% |
| Annual Yield % from dividends | 1.17 | 1.46 | 81% |
| Returns for 1 year | 12.70 | 12.28 | 103% |
| Returns for 3 years | 66.04 | 81.29 | 81% |
| Returns for 5 years | 53.62 | 83.43 | 64% |
| Returns for 10 years | 93.80 | N/A | - |