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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-$0.09 (-0.38%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc R5
Price$68.24
Change-$0.32 (-0.47%)
VolumeN/A
CapitalizationN/A
CGVBX vs RWIFX Comparison Chart
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CGVBX vs. RWIFX commentary
Nov 14, 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 StrongSell.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 128B vs. CGVBX (15.1B). 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. RWIFX annual gain was more profitable for investors over the last year : 21.33 vs. CGVBX (18.16). CGVBX (44.09) and RWIFX (42.01) have equivalent 5 years return.
| 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 | 11.200 | 15.051 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.1B | 128B | 12% |
| Annual Yield % from dividends | 0.46 | 1.94 | 24% |
| Returns for 1 year | 18.16 | 21.33 | 85% |
| Returns for 3 years | 9.41 | 5.37 | 175% |
| Returns for 5 years | 44.09 | 42.01 | 105% |
| Returns for 10 years | N/A | 54.18 | - |
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