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RGESX vs RWIFX
RGESX vs RWIFX Comparison
Open Charts RGESX vs RWIFX
Russell Inv Global Equity S
Price$10.08
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets1.91B
American Funds Capital World Gr&Inc R5
Price$65.19
Change+$0.12 (+0.18%)
VolumeN/A
Net Assets124.97B
RGESX vs RWIFX Comparison Chart
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RGESX vs. RWIFX commentary
May 11, 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 RWIFX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 125B vs. RGESX (1.91B). RWIFX pays higher dividends than RGESX: RWIFX (1.91) vs RGESX (1.04). RGESX was incepted earlier than RWIFX: RGESX (18 years) vs RWIFX (23 years). RGESX (1.01) is less costly to investors than RWIFX (0.46). RGESX is a more actively managed with annual turnover of: 47.00 vs. RWIFX (27.00). RGESX has a lower initial minimum investment than RWIFX: RGESX (0) vs RWIFX (250). RWIFX annual gain was more profitable for investors over the last year : 2.53 vs. RGESX (1.10). RWIFX return over 5 years is better than : 52.57 vs. RGESX (31.14).
| RGESX | RWIFX | RGESX / RWIFX | |
| Total Expense Ratio | 0.98 | 0.46 | 213% |
| Annual Report Gross Expense Ratio | 1.01 | 0.46 | 220% |
| Fund Existence | 18 years | 23 years | - |
| Gain YTD | 0.800 | 2.950 | 27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.91B | 125B | 2% |
| Annual Yield % from dividends | 1.04 | 1.91 | 54% |
| Returns for 1 year | 1.10 | 2.53 | 44% |
| Returns for 3 years | 30.25 | 31.36 | 96% |
| Returns for 5 years | 31.14 | 52.57 | 59% |
| Returns for 10 years | -9.65 | 43.36 | -22% |
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