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CGVBX vs RWIBX
CGVBX vs RWIBX Comparison
Open Charts CGVBX vs RWIBX
American Funds Global Insight 529-C
Price$26.61
Change-$0.15 (-0.56%)
VolumeN/A
Net Assets17.96B
American Funds Capital World Gr&Inc R2
Price$71.53
Change-$0.42 (-0.58%)
VolumeN/A
Net Assets136.73B
CGVBX vs RWIBX Comparison Chart in %
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CGVBX vs. RWIBX commentary
Sep 01, 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 CGVBX is a StrongBuy and RWIBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 137B vs. CGVBX (18B). RWIBX pays higher dividends than CGVBX: RWIBX (0.80) vs CGVBX (0.06). CGVBX was incepted earlier than RWIBX: CGVBX (6 years) vs RWIBX (23 years). CGVBX (1.60) is less costly to investors than RWIBX (1.51). RWIBX is a more actively managed with annual turnover of: 27.00 vs. CGVBX (21.00). CGVBX (250) and RWIBX (250) have matching initial minimum investment requirements. CGVBX annual gain was more profitable for investors over the last year : 12.54 vs. RWIBX (8.86). CGVBX return over 5 years is better than : 51.94 vs. RWIBX (39.49).
| CGVBX | RWIBX | CGVBX / RWIBX | |
| Total Expense Ratio | 1.60 | 1.51 | 106% |
| Annual Report Gross Expense Ratio | 1.60 | 1.51 | 106% |
| Fund Existence | 6 years | 23 years | - |
| Gain YTD | 14.748 | 14.878 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18B | 137B | 13% |
| Annual Yield % from dividends | 0.06 | 0.80 | 7% |
| Returns for 1 year | 12.54 | 8.86 | 142% |
| Returns for 3 years | 50.55 | 47.23 | 107% |
| Returns for 5 years | 51.94 | 39.49 | 132% |
| Returns for 10 years | N/A | 73.14 | - |
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