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RGESX vs WGIFX
RGESX vs WGIFX Comparison
Open Charts RGESX vs WGIFX
Russell Inv Global Equity S
Price$9.90
Change-$0.06 (-0.60%)
VolumeN/A
Net Assets1.96B
American Funds Capital World Gr&Inc F2
Price$63.40
Change-$0.19 (-0.30%)
VolumeN/A
Net Assets126.53B
RGESX vs WGIFX Comparison Chart
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RGESX vs. WGIFX commentary
Mar 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 RGESX is a Hold and WGIFX is a Hold.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 127B vs. RGESX (1.96B). WGIFX pays higher dividends than RGESX: WGIFX (1.81) vs RGESX (1.00). RGESX was incepted earlier than WGIFX: RGESX (18 years) vs WGIFX (17 years). RGESX (1.01) is less costly to investors than WGIFX (0.52). RGESX is a more actively managed with annual turnover of: 47.00 vs. WGIFX (27.00). RGESX has a lower initial minimum investment than WGIFX: RGESX (0) vs WGIFX (250). RGESX annual gain was more profitable for investors over the last year : 4.17 vs. WGIFX (1.85). WGIFX return over 5 years is better than : 54.17 vs. RGESX (38.74).
| RGESX | WGIFX | RGESX / WGIFX | |
| Total Expense Ratio | 0.98 | 0.52 | 188% |
| Annual Report Gross Expense Ratio | 1.01 | 0.52 | 194% |
| Fund Existence | 18 years | 17 years | - |
| Gain YTD | 2.100 | 0.583 | 360% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.96B | 127B | 2% |
| Annual Yield % from dividends | 1.00 | 1.81 | 55% |
| Returns for 1 year | 4.17 | 1.85 | 225% |
| Returns for 3 years | 26.06 | 20.50 | 127% |
| Returns for 5 years | 38.74 | 54.17 | 72% |
| Returns for 10 years | -5.38 | 45.84 | -12% |
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