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CWICX vs RGLEX
CWICX vs RGLEX Comparison
Open Charts CWICX vs RGLEX
American Funds Capital World Gr&Inc 529C
Price$68.31
Change-$0.73 (-1.06%)
VolumeN/A
Net Assets131.04B
American Funds Global Insight R-4
Price$25.58
Change-$0.32 (-1.24%)
VolumeN/A
Net Assets16.77B
CWICX vs RGLEX Comparison Chart
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FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 131B vs. RGLEX (16.8B). RGLEX (0.82) and CWICX (0.82) have matching dividends . CWICX was incepted earlier than RGLEX: CWICX (23 years) vs RGLEX (6 years). CWICX (1.53) is less costly to investors than RGLEX (0.80). CWICX is a more actively managed with annual turnover of: 27.00 vs. RGLEX (21.00). CWICX (250) and RGLEX (250) have matching initial minimum investment requirements. RGLEX annual gain was more profitable for investors over the last year : 12.33 vs. CWICX (5.51). RGLEX return over 5 years is better than : 65.73 vs. CWICX (50.44).
| CWICX | RGLEX | CWICX / RGLEX | |
| Total Expense Ratio | 1.53 | 0.80 | 191% |
| Annual Report Gross Expense Ratio | 1.53 | 0.80 | 191% |
| Fund Existence | 23 years | 6 years | - |
| Gain YTD | 8.650 | 9.738 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 16.8B | 780% |
| Annual Yield % from dividends | 0.82 | 0.82 | 99% |
| Returns for 1 year | 5.51 | 12.33 | 45% |
| Returns for 3 years | 42.05 | 51.90 | 81% |
| Returns for 5 years | 50.44 | 65.73 | 77% |
| Returns for 10 years | 60.69 | N/A | - |
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