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RGESX vs RWIFX
RGESX vs RWIFX Comparison
Open Charts RGESX vs RWIFX
Russell Inv Global Equity S
Price$11.16
Change-$0.06 (-0.53%)
VolumeN/A
Net Assets1.92B
American Funds Capital World Gr&Inc R5
Price$72.07
Change-$0.46 (-0.63%)
VolumeN/A
Net Assets137.34B
RGESX vs RWIFX Comparison Chart in %
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RGESX vs. RWIFX 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 RGESX is a Buy and RWIFX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 137B vs. RGESX (1.92B). RWIFX pays higher dividends than RGESX: RWIFX (1.72) vs RGESX (0.95). RGESX was incepted earlier than RWIFX: RGESX (18 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 : 12.43 vs. RGESX (9.12). RWIFX return over 5 years is better than : 49.47 vs. RGESX (28.59).
| RGESX | RWIFX | RGESX / RWIFX | |
| Total Expense Ratio | 0.98 | 0.46 | 213% |
| Annual Report Gross Expense Ratio | 1.01 | 0.46 | 220% |
| Fund Existence | 18 years | 23 years | - |
| Gain YTD | 11.600 | 14.467 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.92B | 137B | 1% |
| Annual Yield % from dividends | 0.95 | 1.72 | 55% |
| Returns for 1 year | 9.12 | 12.43 | 73% |
| Returns for 3 years | 41.88 | 45.52 | 92% |
| Returns for 5 years | 28.59 | 49.47 | 58% |
| Returns for 10 years | 0.12 | 62.24 | 0% |
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