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CGVBX vs RWIBX
CGVBX vs RWIBX Comparison
Open Charts CGVBX vs RWIBX
American Funds Global Insight 529-C
Price$22.43
Change+$0.37 (+1.68%)
VolumeN/A
Net Assets14.58B
American Funds Capital World Gr&Inc R2
Price$59.88
Change+$1.09 (+1.85%)
VolumeN/A
Net Assets115.05B
CGVBX vs RWIBX Comparison Chart
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CGVBX vs. RWIBX commentary
Apr 12, 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 Hold.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 115B vs. CGVBX (14.6B). RWIBX pays higher dividends than CGVBX: RWIBX (0.92) vs CGVBX (0.07). CGVBX was incepted earlier than RWIBX: CGVBX (5 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 : 1.06 vs. RWIBX (-4.97). CGVBX return over 5 years is better than : 55.89 vs. RWIBX (43.31).
| CGVBX | RWIBX | CGVBX / RWIBX | |
| Total Expense Ratio | 1.60 | 1.51 | 106% |
| Annual Report Gross Expense Ratio | 1.60 | 1.51 | 106% |
| Fund Existence | 5 years | 23 years | - |
| Gain YTD | -3.277 | -4.155 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.6B | 115B | 13% |
| Annual Yield % from dividends | 0.07 | 0.92 | 7% |
| Returns for 1 year | 1.06 | -4.97 | -21% |
| Returns for 3 years | 14.79 | 8.70 | 170% |
| Returns for 5 years | 55.89 | 43.31 | 129% |
| Returns for 10 years | N/A | 29.01 | - |
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