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CWIFX vs RGESX
CWIFX vs RGESX Comparison
Open Charts CWIFX vs RGESX
American Funds Capital World Gr&Inc 529F
Price$74.66
Change-$1.06 (-1.40%)
VolumeN/A
Net Assets142.37B
Russell Inv Global Equity S
Price$11.50
Change-$0.25 (-2.13%)
VolumeN/A
Net Assets3.42B
CWIFX vs RGESX Comparison Chart in %
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CWIFX vs. RGESX commentary
Feb 05, 2026
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 RGESX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 142B vs. RGESX (3.42B). CWIFX pays higher dividends than RGESX: CWIFX (1.59) vs RGESX (0.90). CWIFX was incepted earlier than RGESX: CWIFX (23 years) vs RGESX (19 years). RGESX (1.01) is less costly to investors than CWIFX (0.86). RGESX is a more actively managed with annual turnover of: 49.00 vs. CWIFX (27.00). RGESX has a lower initial minimum investment than CWIFX: RGESX (0) vs CWIFX (250). CWIFX annual gain was more profitable for investors over the last year : 16.37 vs. RGESX (12.69). RGESX return over 5 years is better than : 41.97 vs. CWIFX (34.32).
| CWIFX | RGESX | CWIFX / RGESX | |
| Total Expense Ratio | 0.86 | 0.98 | 88% |
| Annual Report Gross Expense Ratio | 0.86 | 1.01 | 85% |
| Fund Existence | 23 years | 19 years | - |
| Gain YTD | 4.948 | 3.047 | 162% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 3.42B | 4,154% |
| Annual Yield % from dividends | 1.59 | 0.90 | 177% |
| Returns for 1 year | 16.37 | 12.69 | 129% |
| Returns for 3 years | 43.74 | 42.74 | 102% |
| Returns for 5 years | 34.32 | 41.97 | 82% |
| Returns for 10 years | 128.46 | 34.31 | 374% |
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