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RGLEX vs RWIFX
RGLEX vs RWIFX Comparison
Open Charts RGLEX vs RWIFX
American Funds Global Insight R-4
Price$25.07
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets16.41B
American Funds Capital World Gr&Inc R5
Price$67.14
Change-$0.03 (-0.04%)
VolumeN/A
Net Assets128.47B
RGLEX vs RWIFX Comparison Chart
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RGLEX vs. RWIFX commentary
May 23, 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 RGLEX is a StrongBuy and RWIFX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 128B vs. RGLEX (16.4B). RWIFX pays higher dividends than RGLEX: RWIFX (1.91) vs RGLEX (0.87). RGLEX was incepted earlier than RWIFX: RGLEX (6 years) vs RWIFX (23 years). RGLEX (0.80) is less costly to investors than RWIFX (0.46). RWIFX is a more actively managed with annual turnover of: 27.00 vs. RGLEX (21.00). RGLEX (250) and RWIFX (250) have matching initial minimum investment requirements. RGLEX annual gain was more profitable for investors over the last year : 9.85 vs. RWIFX (3.79). RGLEX return over 5 years is better than : 69.60 vs. RWIFX (56.08).
| RGLEX | RWIFX | RGLEX / RWIFX | |
| Total Expense Ratio | 0.80 | 0.46 | 174% |
| Annual Report Gross Expense Ratio | 0.80 | 0.46 | 174% |
| Fund Existence | 6 years | 23 years | - |
| Gain YTD | 7.550 | 6.030 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.4B | 128B | 13% |
| Annual Yield % from dividends | 0.87 | 1.91 | 46% |
| Returns for 1 year | 9.85 | 3.79 | 260% |
| Returns for 3 years | 39.56 | 31.00 | 128% |
| Returns for 5 years | 69.60 | 56.08 | 124% |
| Returns for 10 years | N/A | 45.78 | - |
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