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RGESX vs RWIFX
RGESX vs RWIFX Comparison
Open Charts RGESX vs RWIFX
Russell Inv Global Equity S
Price$10.62
Change-$0.13 (-1.21%)
VolumeN/A
Net Assets1.84B
American Funds Capital World Gr&Inc R5
Price$68.73
Change-$0.74 (-1.07%)
VolumeN/A
Net Assets131.04B
RGESX vs RWIFX Comparison Chart
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RGESX vs. RWIFX 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 RGESX is a Buy and RWIFX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 131B vs. RGESX (1.84B). RWIFX pays higher dividends than RGESX: RWIFX (1.80) vs RGESX (0.98). 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 : 6.65 vs. RGESX (5.06). RWIFX return over 5 years is better than : 53.30 vs. RGESX (30.94).
| 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 | 6.200 | 9.163 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.84B | 131B | 1% |
| Annual Yield % from dividends | 0.98 | 1.80 | 55% |
| Returns for 1 year | 5.06 | 6.65 | 76% |
| Returns for 3 years | 44.69 | 45.12 | 99% |
| Returns for 5 years | 30.94 | 53.30 | 58% |
| Returns for 10 years | -4.89 | 53.59 | -9% |
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