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CGVBX vs RWIFX
CGVBX vs RWIFX Comparison
Open Charts CGVBX vs RWIFX
American Funds Global Insight 529-C
Price$26.08
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets17.34B
American Funds Capital World Gr&Inc R5
Price$71.16
Change+$0.03 (+0.04%)
VolumeN/A
Net Assets135.06B
CGVBX vs RWIFX Comparison Chart in %
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CGVBX vs. RWIFX commentary
Jul 09, 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 Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 135B vs. CGVBX (17.3B). 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 : 13.17 vs. RWIFX (8.23). CGVBX return over 5 years is better than : 59.26 vs. RWIFX (51.78).
| 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 | 12.462 | 13.022 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.3B | 135B | 13% |
| Annual Yield % from dividends | 0.06 | 1.72 | 3% |
| Returns for 1 year | 13.17 | 8.23 | 160% |
| Returns for 3 years | 48.64 | 49.62 | 98% |
| Returns for 5 years | 59.26 | 51.78 | 114% |
| Returns for 10 years | N/A | 62.09 | - |
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