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CWIEX vs RGESX
CWIEX vs RGESX Comparison
Open Charts CWIEX vs RGESX
American Funds Capital World Gr&Inc 529E
Price$74.52
Change-$1.08 (-1.43%)
VolumeN/A
Net Assets142.37B
Russell Inv Global Equity S
Price$11.50
Change-$0.25 (-2.13%)
VolumeN/A
Net Assets3.42B
CWIEX vs RGESX Comparison Chart in %
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CWIEX vs. RGESX commentary
Feb 05, 2026
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 CWIEX is a Buy and RGESX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 142B vs. RGESX (3.42B). CWIEX pays higher dividends than RGESX: CWIEX (1.24) vs RGESX (0.90). CWIEX was incepted earlier than RGESX: CWIEX (24 years) vs RGESX (19 years). RGESX (1.01) and CWIEX (1.00) have similar cost to investors . RGESX is a more actively managed with annual turnover of: 49.00 vs. CWIEX (27.00). RGESX has a lower initial minimum investment than CWIEX: RGESX (0) vs CWIEX (250). CWIEX annual gain was more profitable for investors over the last year : 15.93 vs. RGESX (12.69). RGESX return over 5 years is better than : 41.97 vs. CWIEX (31.71).
| CWIEX | RGESX | CWIEX / RGESX | |
| Total Expense Ratio | 1.00 | 0.98 | 102% |
| Annual Report Gross Expense Ratio | 1.00 | 1.01 | 99% |
| Fund Existence | 24 years | 19 years | - |
| Gain YTD | 4.913 | 3.047 | 161% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 3.42B | 4,154% |
| Annual Yield % from dividends | 1.24 | 0.90 | 138% |
| Returns for 1 year | 15.93 | 12.69 | 126% |
| Returns for 3 years | 42.06 | 42.74 | 98% |
| Returns for 5 years | 31.71 | 41.97 | 76% |
| Returns for 10 years | 119.07 | 34.31 | 347% |
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