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RGESX vs RWIFX
RGESX vs RWIFX Comparison
Open Charts RGESX vs RWIFX
Russell Inv Global Equity S
Price$11.46
Change+$0.05 (+0.44%)
VolumeN/A
Net Assets1.9B
American Funds Capital World Gr&Inc R5
Price$73.64
Change+$0.34 (+0.46%)
VolumeN/A
Net Assets137.57B
RGESX vs RWIFX Comparison Chart in %
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RGESX vs. RWIFX commentary
Sep 09, 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 RGESX is a Buy and RWIFX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 138B vs. RGESX (1.9B). RWIFX pays higher dividends than RGESX: RWIFX (1.69) vs RGESX (0.91). RGESX was incepted earlier than RWIFX: RGESX (19 years) vs RWIFX (23 years). RGESX (1.01) is less costly to investors than RWIFX (0.46). RGESX is a more actively managed with annual turnover of: 47.00 vs. RWIFX (27.00). RGESX has a lower initial minimum investment than RWIFX: RGESX (0) vs RWIFX (250). RWIFX annual gain was more profitable for investors over the last year : 13.51 vs. RGESX (9.65). RWIFX return over 5 years is better than : 48.74 vs. RGESX (26.83).
| RGESX | RWIFX | RGESX / RWIFX | |
| Total Expense Ratio | 0.98 | 0.46 | 213% |
| Annual Report Gross Expense Ratio | 1.01 | 0.46 | 220% |
| Fund Existence | 19 years | 23 years | - |
| Gain YTD | 14.100 | 16.421 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.9B | 138B | 1% |
| Annual Yield % from dividends | 0.91 | 1.69 | 54% |
| Returns for 1 year | 9.65 | 13.51 | 71% |
| Returns for 3 years | 53.82 | 55.27 | 97% |
| Returns for 5 years | 26.83 | 48.74 | 55% |
| Returns for 10 years | 10.64 | 77.64 | 14% |
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