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CGVBX vs RWIFX
CGVBX vs RWIFX Comparison
Open Charts CGVBX vs RWIFX
American Funds Global Insight 529-C
Price$26.40
Change+$0.08 (+0.30%)
VolumeN/A
Net Assets17.74B
American Funds Capital World Gr&Inc R5
Price$71.58
Change+$0.17 (+0.24%)
VolumeN/A
Net Assets135.09B
CGVBX vs RWIFX Comparison Chart in %
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CGVBX vs. RWIFX commentary
Aug 08, 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: 135B vs. CGVBX (17.7B). RWIFX pays higher dividends than CGVBX: RWIFX (1.72) vs CGVBX (0.06). CGVBX was incepted earlier than RWIFX: CGVBX (6 years) vs RWIFX (23 years). CGVBX (1.60) is less costly to investors than RWIFX (0.46). RWIFX is a more actively managed with annual turnover of: 27.00 vs. CGVBX (21.00). CGVBX (250) and RWIFX (250) have matching initial minimum investment requirements. CGVBX annual gain was more profitable for investors over the last year : 19.43 vs. RWIFX (16.76). CGVBX return over 5 years is better than : 55.58 vs. RWIFX (47.88).
| CGVBX | RWIFX | CGVBX / RWIFX | |
| Total Expense Ratio | 1.60 | 0.46 | 348% |
| Annual Report Gross Expense Ratio | 1.60 | 0.46 | 348% |
| Fund Existence | 6 years | 23 years | - |
| Gain YTD | 13.842 | 13.689 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.7B | 135B | 13% |
| Annual Yield % from dividends | 0.06 | 1.72 | 3% |
| Returns for 1 year | 19.43 | 16.76 | 116% |
| Returns for 3 years | 43.10 | 43.84 | 98% |
| Returns for 5 years | 55.58 | 47.88 | 116% |
| Returns for 10 years | N/A | 60.63 | - |
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