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$76.86
Change+$0.54 (+0.71%)
VolumeN/A
Net Assets142.32B
Russell Inv Global Equity S
Price$11.99
Change+$0.05 (+0.42%)
VolumeN/A
Net Assets2.37B
CWIEX vs RGESX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWIEX vs. RGESX commentary
Dec 04, 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 StrongBuy and RGESX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 142B vs. RGESX (2.37B). 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 : 12.34 vs. RGESX (9.04). CWIEX return over 5 years is better than : 42.72 vs. RGESX (18.96).
| 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 | 21.753 | 19.400 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 2.37B | 5,997% |
| Annual Yield % from dividends | 1.14 | 0.87 | 132% |
| Returns for 1 year | 12.34 | 9.04 | 136% |
| Returns for 3 years | 49.28 | 50.31 | 98% |
| Returns for 5 years | 42.72 | 18.96 | 225% |
| Returns for 10 years | 98.13 | 11.13 | 881% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers