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CWIAX vs RGLEX
CWIAX vs RGLEX Comparison
Open Charts CWIAX vs RGLEX
American Funds Capital World Gr&Inc 529A
Price$74.39
Change+$0.31 (+0.42%)
VolumeN/A
Net Assets140.16B
American Funds Global Insight R-4
Price$27.50
Change+$0.16 (+0.59%)
VolumeN/A
Net Assets18.47B
CWIAX vs RGLEX Comparison Chart in %
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CWIAX vs. RGLEX commentary
Sep 28, 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 CWIAX is a Buy and RGLEX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 140B vs. RGLEX (18.5B). CWIAX pays higher dividends than RGLEX: CWIAX (1.43) vs RGLEX (0.78). CWIAX was incepted earlier than RGLEX: CWIAX (24 years) vs RGLEX (6 years). RGLEX (0.80) and CWIAX (0.78) have similar cost to investors . CWIAX is a more actively managed with annual turnover of: 27.00 vs. RGLEX (21.00). CWIAX (250) and RGLEX (250) have matching initial minimum investment requirements. RGLEX annual gain was more profitable for investors over the last year : 13.78 vs. CWIAX (9.41). RGLEX return over 5 years is better than : 67.15 vs. CWIAX (58.49).
| CWIAX | RGLEX | CWIAX / RGLEX | |
| Total Expense Ratio | 0.78 | 0.80 | 98% |
| Annual Report Gross Expense Ratio | 0.78 | 0.80 | 98% |
| Fund Existence | 24 years | 6 years | - |
| Gain YTD | 18.856 | 17.975 | 105% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 18.5B | 757% |
| Annual Yield % from dividends | 1.43 | 0.78 | 184% |
| Returns for 1 year | 9.41 | 13.78 | 68% |
| Returns for 3 years | 70.79 | 72.83 | 97% |
| Returns for 5 years | 58.49 | 67.15 | 87% |
| Returns for 10 years | 114.38 | N/A | - |
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