Interact to see
Advertisement
Advertisement
RGESX vs RWIBX
RGESX vs RWIBX Comparison
Open Charts RGESX vs RWIBX
Russell Inv Global Equity S
Price$10.96
Change+$0.05 (+0.46%)
VolumeN/A
Net Assets1.88B
American Funds Capital World Gr&Inc R2
Price$70.00
Change+$0.24 (+0.34%)
VolumeN/A
Net Assets134.69B
RGESX vs RWIBX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
RGESX vs. RWIBX commentary
Jul 04, 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 RGESX is a Buy and RWIBX is a Hold.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 135B vs. RGESX (1.88B). RGESX pays higher dividends than RWIBX: RGESX (0.95) vs RWIBX (0.82). RGESX was incepted earlier than RWIBX: RGESX (18 years) vs RWIBX (23 years). RWIBX (1.51) is less costly to investors than RGESX (1.01). RGESX is a more actively managed with annual turnover of: 47.00 vs. RWIBX (27.00). RGESX has a lower initial minimum investment than RWIBX: RGESX (0) vs RWIBX (250). RWIBX annual gain was more profitable for investors over the last year : 8.71 vs. RGESX (6.67). RWIBX return over 5 years is better than : 47.81 vs. RGESX (31.70).
| RGESX | RWIBX | RGESX / RWIBX | |
| Total Expense Ratio | 0.98 | 1.51 | 65% |
| Annual Report Gross Expense Ratio | 1.01 | 1.51 | 67% |
| Fund Existence | 18 years | 23 years | - |
| Gain YTD | 9.100 | 12.421 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.88B | 135B | 1% |
| Annual Yield % from dividends | 0.95 | 0.82 | 116% |
| Returns for 1 year | 6.67 | 8.71 | 77% |
| Returns for 3 years | 47.66 | 46.31 | 103% |
| Returns for 5 years | 31.70 | 47.81 | 66% |
| Returns for 10 years | -1.46 | 55.51 | -3% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement