Interact to see
Advertisement
Advertisement
CWIEX vs RGESX
CWIEX vs RGESX Comparison
Open Charts CWIEX vs RGESX
American Funds Capital World Gr&Inc 529E
Price$71.51
Change+$0.08 (+0.11%)
VolumeN/A
Net Assets142.32B
Russell Inv Global Equity S
Price$11.28
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets3.11B
CWIEX vs RGESX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWIEX vs. RGESX commentary
Dec 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 CWIEX is a Hold and RGESX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 142B vs. RGESX (3.11B). CWIEX pays higher dividends than RGESX: CWIEX (1.14) vs RGESX (0.87). 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: 47.00 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 : 12.16 vs. RGESX (10.70). RGESX return over 5 years is better than : 43.57 vs. CWIEX (32.24).
| 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 | 14.199 | 12.800 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 3.11B | 4,570% |
| Annual Yield % from dividends | 1.14 | 0.87 | 132% |
| Returns for 1 year | 12.16 | 10.70 | 114% |
| Returns for 3 years | 45.09 | 50.47 | 89% |
| Returns for 5 years | 32.24 | 43.57 | 74% |
| Returns for 10 years | 90.09 | 16.16 | 557% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers