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CWIFX vs RGEAX
CWIFX vs RGEAX Comparison
Open Charts CWIFX vs RGEAX
American Funds Capital World Gr&Inc 529F
Price$72.94
Change+$0.34 (+0.47%)
VolumeN/A
Net Assets137.57B
Russell Inv Global Equity A
Price$11.24
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.9B
CWIFX vs RGEAX Comparison Chart in %
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CWIFX vs. RGEAX commentary
Sep 08, 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 CWIFX is a Buy and RGEAX is a Buy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 138B vs. RGEAX (1.9B). CWIFX pays higher dividends than RGEAX: CWIFX (1.57) vs RGEAX (0.73). CWIFX was incepted earlier than RGEAX: CWIFX (23 years) vs RGEAX (19 years). RGEAX (1.26) is less costly to investors than CWIFX (0.86). RGEAX is a more actively managed with annual turnover of: 47.00 vs. CWIFX (27.00). RGEAX has a lower initial minimum investment than CWIFX: RGEAX (0) vs CWIFX (250). CWIFX annual gain was more profitable for investors over the last year : 13.31 vs. RGEAX (9.36). CWIFX return over 5 years is better than : 52.14 vs. RGEAX (25.25).
| CWIFX | RGEAX | CWIFX / RGEAX | |
| Total Expense Ratio | 0.86 | 1.23 | 70% |
| Annual Report Gross Expense Ratio | 0.86 | 1.26 | 68% |
| Fund Existence | 23 years | 19 years | - |
| Gain YTD | 16.304 | 13.996 | 116% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138B | 1.9B | 7,278% |
| Annual Yield % from dividends | 1.57 | 0.73 | 214% |
| Returns for 1 year | 13.31 | 9.36 | 142% |
| Returns for 3 years | 56.25 | 52.97 | 106% |
| Returns for 5 years | 52.14 | 25.25 | 206% |
| Returns for 10 years | 102.66 | 8.23 | 1,247% |