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CWIFX vs RGEAX
CWIFX vs RGEAX Comparison
Open Charts CWIFX vs RGEAX
American Funds Capital World Gr&Inc 529F
Price$74.40
Change+$0.32 (+0.43%)
VolumeN/A
Net Assets139.59B
Russell Inv Global Equity A
Price$11.45
Change+$0.06 (+0.53%)
VolumeN/A
Net Assets1.9B
CWIFX vs RGEAX Comparison Chart in %
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CWIFX vs. RGEAX commentary
Sep 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 CWIFX is a Buy and RGEAX is a Hold.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 140B 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 : 9.58 vs. RGEAX (7.27). CWIFX return over 5 years is better than : 59.80 vs. RGEAX (32.46).
| 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 | 18.989 | 16.126 | 118% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 1.9B | 7,365% |
| Annual Yield % from dividends | 1.57 | 0.73 | 214% |
| Returns for 1 year | 9.58 | 7.27 | 132% |
| Returns for 3 years | 71.60 | 67.66 | 106% |
| Returns for 5 years | 59.80 | 32.46 | 184% |
| Returns for 10 years | 118.55 | 16.42 | 722% |
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