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CGVBX vs RWIFX
CGVBX vs RWIFX Comparison
Open Charts CGVBX vs RWIFX
American Funds Global Insight 529-C
Price$23.63
Change+$0.10 (+0.42%)
VolumeN/A
Net Assets15.34B
American Funds Capital World Gr&Inc R5
Price$64.88
Change+$0.47 (+0.73%)
VolumeN/A
Net Assets125.76B
CGVBX vs RWIFX Comparison Chart
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CGVBX vs. RWIFX commentary
Jan 19, 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 RWIFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 126B vs. CGVBX (15.3B). RWIFX pays higher dividends than CGVBX: RWIFX (1.94) vs CGVBX (0.46). CGVBX was incepted earlier than RWIFX: CGVBX (5 years) vs RWIFX (23 years). RWIFX is a more actively managed with annual turnover of: 27.00 vs. CGVBX (23.00). CGVBX (250) and RWIFX (250) have matching initial minimum investment requirements. CGVBX annual gain was more profitable for investors over the last year : 12.65 vs. RWIFX (11.29). CGVBX return over 5 years is better than : 37.49 vs. RWIFX (28.93).
| CGVBX | RWIFX | CGVBX / RWIFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 23 years | - |
| Gain YTD | 1.897 | 2.077 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.3B | 126B | 12% |
| Annual Yield % from dividends | 0.46 | 1.94 | 24% |
| Returns for 1 year | 12.65 | 11.29 | 112% |
| Returns for 3 years | 13.01 | 9.29 | 140% |
| Returns for 5 years | 37.49 | 28.93 | 130% |
| Returns for 10 years | N/A | 49.38 | - |
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