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CWGFX vs RGESX
CWGFX vs RGESX Comparison
Open Charts CWGFX vs RGESX
American Funds Capital World Gr&Inc F1
Price$73.37
Change+$0.33 (+0.45%)
VolumeN/A
Net Assets137.57B
Russell Inv Global Equity S
Price$11.46
Change+$0.05 (+0.44%)
VolumeN/A
Net Assets1.9B
CWGFX vs RGESX Comparison Chart in %
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CWGFX vs. RGESX commentary
Sep 09, 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 CWGFX is a Buy and RGESX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 138B vs. RGESX (1.9B). CWGFX pays higher dividends than RGESX: CWGFX (1.39) vs RGESX (0.91). CWGFX was incepted earlier than RGESX: CWGFX (25 years) vs RGESX (19 years). RGESX (1.01) is less costly to investors than CWGFX (0.80). RGESX is a more actively managed with annual turnover of: 47.00 vs. CWGFX (27.00). RGESX has a lower initial minimum investment than CWGFX: RGESX (0) vs CWGFX (250). CWGFX annual gain was more profitable for investors over the last year : 13.11 vs. RGESX (9.65). CWGFX return over 5 years is better than : 46.91 vs. RGESX (26.83).
| CWGFX | RGESX | CWGFX / RGESX | |
| Total Expense Ratio | 0.80 | 0.98 | 82% |
| Annual Report Gross Expense Ratio | 0.80 | 1.01 | 79% |
| Fund Existence | 25 years | 19 years | - |
| Gain YTD | 16.146 | 14.100 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138B | 1.9B | 7,252% |
| Annual Yield % from dividends | 1.39 | 0.91 | 152% |
| Returns for 1 year | 13.11 | 9.65 | 136% |
| Returns for 3 years | 53.92 | 53.82 | 100% |
| Returns for 5 years | 46.91 | 26.83 | 175% |
| Returns for 10 years | 75.40 | 10.64 | 709% |
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