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FWGIX vs RGESX
FWGIX vs RGESX Comparison
Open Charts FWGIX vs RGESX
American Funds Capital World Gr&Inc F3
Price$72.01
Change-$0.47 (-0.65%)
VolumeN/A
Net Assets137.34B
Russell Inv Global Equity S
Price$11.16
Change-$0.06 (-0.53%)
VolumeN/A
Net Assets1.92B
FWGIX vs RGESX Comparison Chart in %
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FWGIX vs. RGESX commentary
Jul 29, 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 FWGIX is a Buy and RGESX is a Buy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 137B vs. RGESX (1.92B). FWGIX pays higher dividends than RGESX: FWGIX (1.77) vs RGESX (0.95). FWGIX was incepted earlier than RGESX: FWGIX (9 years) vs RGESX (18 years). RGESX (1.01) is less costly to investors than FWGIX (0.41). RGESX is a more actively managed with annual turnover of: 47.00 vs. FWGIX (27.00). RGESX has a lower initial minimum investment than FWGIX: RGESX (0) vs FWGIX (1000000). FWGIX annual gain was more profitable for investors over the last year : 12.48 vs. RGESX (9.12). FWGIX return over 5 years is better than : 49.70 vs. RGESX (28.59).
| FWGIX | RGESX | FWGIX / RGESX | |
| Total Expense Ratio | 0.41 | 0.98 | 42% |
| Annual Report Gross Expense Ratio | 0.41 | 1.01 | 41% |
| Fund Existence | 9 years | 18 years | - |
| Gain YTD | 14.490 | 11.600 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 1.92B | 7,154% |
| Annual Yield % from dividends | 1.77 | 0.95 | 187% |
| Returns for 1 year | 12.48 | 9.12 | 137% |
| Returns for 3 years | 45.67 | 41.88 | 109% |
| Returns for 5 years | 49.70 | 28.59 | 174% |
| Returns for 10 years | N/A | 0.12 | - |