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FWGIX vs RGESX
FWGIX vs RGESX Comparison
Open Charts FWGIX vs RGESX
American Funds Capital World Gr&Inc F3
Price$68.68
Change-$0.73 (-1.05%)
VolumeN/A
Net Assets131.04B
Russell Inv Global Equity S
Price$10.62
Change-$0.13 (-1.21%)
VolumeN/A
Net Assets1.84B
FWGIX vs RGESX Comparison Chart
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FWGIX vs. RGESX commentary
Jun 16, 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: 131B vs. RGESX (1.84B). FWGIX pays higher dividends than RGESX: FWGIX (1.85) vs RGESX (0.98). FWGIX was incepted earlier than RGESX: FWGIX (8 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 : 6.71 vs. RGESX (5.06). FWGIX return over 5 years is better than : 53.53 vs. RGESX (30.94).
| FWGIX | RGESX | FWGIX / RGESX | |
| Total Expense Ratio | 0.41 | 0.98 | 42% |
| Annual Report Gross Expense Ratio | 0.41 | 1.01 | 41% |
| Fund Existence | 8 years | 18 years | - |
| Gain YTD | 9.196 | 6.200 | 148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 1.84B | 7,123% |
| Annual Yield % from dividends | 1.85 | 0.98 | 188% |
| Returns for 1 year | 6.71 | 5.06 | 133% |
| Returns for 3 years | 45.29 | 44.69 | 101% |
| Returns for 5 years | 53.53 | 30.94 | 173% |
| Returns for 10 years | N/A | -4.89 | - |
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