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CWIFX vs RGECX
CWIFX vs RGECX Comparison
Open Charts CWIFX vs RGECX
American Funds Capital World Gr&Inc 529F
Price$72.49
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets137.49B
Russell Inv Global Equity C
Price$10.88
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets1.89B
CWIFX vs RGECX Comparison Chart in %
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CWIFX vs. RGECX 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 RGECX is a Buy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 137B vs. RGECX (1.89B). CWIFX pays higher dividends than RGECX: CWIFX (1.60) vs RGECX (0.00). CWIFX was incepted earlier than RGECX: CWIFX (23 years) vs RGECX (18 years). RGECX (2.01) is less costly to investors than CWIFX (0.86). RGECX is a more actively managed with annual turnover of: 47.00 vs. CWIFX (27.00). RGECX has a lower initial minimum investment than CWIFX: RGECX (0) vs CWIFX (250). CWIFX annual gain was more profitable for investors over the last year : 11.58 vs. RGECX (7.83). CWIFX return over 5 years is better than : 52.56 vs. RGECX (21.11).
| CWIFX | RGECX | CWIFX / RGECX | |
| Total Expense Ratio | 0.86 | 1.98 | 43% |
| Annual Report Gross Expense Ratio | 0.86 | 2.01 | 43% |
| Fund Existence | 23 years | 18 years | - |
| Gain YTD | 15.587 | 12.513 | 125% |
| Front Load | N/A | N/A | - |
| 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 | 0.00 | 36,049% |
| Returns for 1 year | 11.58 | 7.83 | 148% |
| Returns for 3 years | 43.22 | 36.03 | 120% |
| Returns for 5 years | 52.56 | 21.11 | 249% |
| Returns for 10 years | 89.56 | -4.62 | -1,938% |
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