Ad is loading...
CGVBX vs RWIFX
CGVBX vs RWIFX Comparison
Open Charts CGVBX vs RWIFX
American Funds Global Insight 529-C
Price$23.22
Change-$0.65 (-2.72%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc R5
Price$63.66
Change-$1.80 (-2.75%)
VolumeN/A
CapitalizationN/A
CGVBX vs RWIFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CGVBX vs. RWIFX commentary
Dec 19, 2024
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 Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 121B vs. CGVBX (15.4B). 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 : 13.74 vs. RWIFX (12.33). CGVBX return over 5 years is better than : 43.77 vs. RWIFX (33.65).
| 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 | 12.403 | 10.727 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.4B | 121B | 13% |
| Annual Yield % from dividends | 0.46 | 1.94 | 24% |
| Returns for 1 year | 13.74 | 12.33 | 111% |
| Returns for 3 years | 14.38 | 10.56 | 136% |
| Returns for 5 years | 43.77 | 33.65 | 130% |
| Returns for 10 years | N/A | 49.13 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| SPTL | 27.01 | 0.05 | +0.19% |
| SPDR® Portfolio Long Term Treasury ETF | |||
| CRDT | 25.19 | 0.04 | +0.18% |
| Simplify Opportunistic Income ETF | |||
| GAL | 45.45 | -0.16 | -0.35% |
| SPDR® SSgA Global Allocation ETF | |||
| MOOD | 30.51 | -0.14 | -0.45% |
| Relative Sentiment Tactical Allc ETF | |||
| EWP | 31.51 | -0.51 | -1.60% |
| iShares MSCI Spain ETF | |||