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CWIAX vs RGLJX
CWIAX vs RGLJX Comparison
Open Charts CWIAX vs RGLJX
American Funds Capital World Gr&Inc 529A
Price$71.27
Change+$0.45 (+0.64%)
VolumeN/A
Net Assets135.98B
American Funds Global Insight R-5E
Price$26.53
Change+$0.13 (+0.49%)
VolumeN/A
Net Assets17.4B
CWIAX vs RGLJX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 136B vs. RGLJX (17.4B). CWIAX pays higher dividends than RGLJX: CWIAX (1.46) vs RGLJX (1.00). CWIAX was incepted earlier than RGLJX: CWIAX (23 years) vs RGLJX (6 years). CWIAX (0.78) is less costly to investors than RGLJX (0.67). CWIAX is a more actively managed with annual turnover of: 27.00 vs. RGLJX (21.00). CWIAX (250) and RGLJX (250) have matching initial minimum investment requirements. RGLJX annual gain was more profitable for investors over the last year : 15.41 vs. CWIAX (9.32). RGLJX return over 5 years is better than : 68.28 vs. CWIAX (56.88).
| CWIAX | RGLJX | CWIAX / RGLJX | |
| Total Expense Ratio | 0.78 | 0.60 | 130% |
| Annual Report Gross Expense Ratio | 0.78 | 0.67 | 116% |
| Fund Existence | 23 years | 6 years | - |
| Gain YTD | 13.573 | 13.619 | 100% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 17.4B | 782% |
| Annual Yield % from dividends | 1.46 | 1.00 | 146% |
| Returns for 1 year | 9.32 | 15.41 | 60% |
| Returns for 3 years | 51.64 | 55.00 | 94% |
| Returns for 5 years | 56.88 | 68.28 | 83% |
| Returns for 10 years | 84.28 | N/A | - |
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