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FWGIX vs RGESX
FWGIX vs RGESX Comparison
Open Charts FWGIX vs RGESX
American Funds Capital World Gr&Inc F3
Price$60.82
Change+$1.11 (+1.86%)
VolumeN/A
Net Assets115.05B
Russell Inv Global Equity S
Price$9.45
Change+$0.19 (+2.05%)
VolumeN/A
Net Assets1.76B
FWGIX vs RGESX Comparison Chart
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FWGIX vs. RGESX commentary
Apr 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: 115B vs. RGESX (1.76B). FWGIX pays higher dividends than RGESX: FWGIX (1.98) 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 : -3.85 vs. RGESX (-6.94). FWGIX return over 5 years is better than : 48.86 vs. RGESX (26.00).
| 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 | -3.863 | -7.400 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 115B | 1.76B | 6,545% |
| Annual Yield % from dividends | 1.98 | 1.04 | 190% |
| Returns for 1 year | -3.85 | -6.94 | 56% |
| Returns for 3 years | 11.53 | 10.22 | 113% |
| Returns for 5 years | 48.86 | 26.00 | 188% |
| Returns for 10 years | N/A | -16.79 | - |
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