Ad is loading...
CGVBX vs RWIBX
CGVBX vs RWIBX Comparison
Open Charts CGVBX vs RWIBX
American Funds Global Insight 529-C
Price$24.19
Change+$0.18 (+0.75%)
VolumeN/A
Net Assets15.62B
American Funds Capital World Gr&Inc R2
Price$65.25
Change+$0.54 (+0.83%)
VolumeN/A
Net Assets128.02B
CGVBX vs RWIBX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CGVBX vs. RWIBX commentary
Jan 31, 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: 128B vs. CGVBX (15.6B). RWIBX pays higher dividends than CGVBX: RWIBX (1.05) vs CGVBX (0.46). CGVBX was incepted earlier than RWIBX: CGVBX (5 years) vs RWIBX (23 years). RWIBX is a more actively managed with annual turnover of: 27.00 vs. CGVBX (23.00). CGVBX (250) and RWIBX (250) have matching initial minimum investment requirements. CGVBX annual gain was more profitable for investors over the last year : 13.96 vs. RWIBX (10.64). CGVBX return over 5 years is better than : 45.95 vs. RWIBX (32.84).
| CGVBX | RWIBX | CGVBX / RWIBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 23 years | - |
| Gain YTD | 4.312 | 4.317 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.6B | 128B | 12% |
| Annual Yield % from dividends | 0.46 | 1.05 | 44% |
| Returns for 1 year | 13.96 | 10.64 | 131% |
| Returns for 3 years | 17.87 | 11.52 | 155% |
| Returns for 5 years | 45.95 | 32.84 | 140% |
| Returns for 10 years | N/A | 46.18 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...