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CWIFX vs RGEAX
CWIFX vs RGEAX Comparison
Open Charts CWIFX vs RGEAX
American Funds Capital World Gr&Inc 529F
Price$72.49
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets137.49B
Russell Inv Global Equity A
Price$11.14
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets1.89B
CWIFX vs RGEAX Comparison Chart in %
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CWIFX vs. RGEAX commentary
Aug 18, 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: 137B vs. RGEAX (1.89B). CWIFX pays higher dividends than RGEAX: CWIFX (1.60) vs RGEAX (0.75). CWIFX was incepted earlier than RGEAX: CWIFX (23 years) vs RGEAX (18 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 : 11.58 vs. RGEAX (8.71). CWIFX return over 5 years is better than : 52.56 vs. RGEAX (24.95).
| 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 | 18 years | - |
| Gain YTD | 15.587 | 12.982 | 120% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 1.89B | 7,253% |
| Annual Yield % from dividends | 1.60 | 0.75 | 213% |
| Returns for 1 year | 11.58 | 8.71 | 133% |
| Returns for 3 years | 43.22 | 38.35 | 113% |
| Returns for 5 years | 52.56 | 24.95 | 211% |
| Returns for 10 years | 89.56 | 0.56 | 15,892% |
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