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FWGIX vs RGESX
FWGIX vs RGESX Comparison
Open Charts FWGIX vs RGESX
American Funds Capital World Gr&Inc F3
Price$65.14
Change+$0.12 (+0.18%)
VolumeN/A
Net Assets124.97B
Russell Inv Global Equity S
Price$10.08
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets1.91B
FWGIX vs RGESX Comparison Chart
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FWGIX vs. RGESX commentary
May 12, 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 FWGIX is a Buy and RGESX is a Buy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 125B vs. RGESX (1.91B). FWGIX pays higher dividends than RGESX: FWGIX (1.96) vs RGESX (1.04). FWGIX was incepted earlier than RGESX: FWGIX (8 years) vs RGESX (18 years). RGESX (1.01) is less costly to investors than FWGIX (0.41). RGESX is a more actively managed with annual turnover of: 47.00 vs. FWGIX (27.00). RGESX has a lower initial minimum investment than FWGIX: RGESX (0) vs FWGIX (1000000). FWGIX annual gain was more profitable for investors over the last year : 2.58 vs. RGESX (1.10). FWGIX return over 5 years is better than : 52.78 vs. RGESX (31.14).
| FWGIX | RGESX | FWGIX / RGESX | |
| Total Expense Ratio | 0.41 | 0.98 | 42% |
| Annual Report Gross Expense Ratio | 0.41 | 1.01 | 41% |
| Fund Existence | 8 years | 18 years | - |
| Gain YTD | 2.965 | 0.800 | 371% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 1.91B | 6,555% |
| Annual Yield % from dividends | 1.96 | 1.04 | 189% |
| Returns for 1 year | 2.58 | 1.10 | 234% |
| Returns for 3 years | 31.49 | 30.25 | 104% |
| Returns for 5 years | 52.78 | 31.14 | 170% |
| Returns for 10 years | N/A | -9.65 | - |