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CGVEX vs RWIBX
CGVEX vs RWIBX Comparison
Open Charts CGVEX vs RWIBX
American Funds Global Insight 529-E
Price$27.29
Change-$0.20 (-0.73%)
VolumeN/A
Net Assets18.49B
American Funds Capital World Gr&Inc R2
Price$73.23
Change-$0.50 (-0.68%)
VolumeN/A
Net Assets140.58B
CGVEX vs RWIBX Comparison Chart in %
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CGVEX vs. RWIBX commentary
Sep 26, 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 CGVEX is a Buy and RWIBX is a Hold.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 141B vs. CGVEX (18.5B). RWIBX pays higher dividends than CGVEX: RWIBX (0.80) vs CGVEX (0.61). CGVEX was incepted earlier than RWIBX: CGVEX (6 years) vs RWIBX (23 years). RWIBX (1.51) is less costly to investors than CGVEX (1.07). RWIBX is a more actively managed with annual turnover of: 27.00 vs. CGVEX (21.00). CGVEX (250) and RWIBX (250) have matching initial minimum investment requirements. CGVEX annual gain was more profitable for investors over the last year : 14.33 vs. RWIBX (9.48). CGVEX return over 5 years is better than : 65.44 vs. RWIBX (49.98).
| CGVEX | RWIBX | CGVEX / RWIBX | |
| Total Expense Ratio | 1.07 | 1.51 | 71% |
| Annual Report Gross Expense Ratio | 1.07 | 1.51 | 71% |
| Fund Existence | 6 years | 23 years | - |
| Gain YTD | 17.124 | 17.704 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.5B | 141B | 13% |
| Annual Yield % from dividends | 0.61 | 0.80 | 76% |
| Returns for 1 year | 14.33 | 9.48 | 151% |
| Returns for 3 years | 70.05 | 65.20 | 107% |
| Returns for 5 years | 65.44 | 49.98 | 131% |
| Returns for 10 years | N/A | 83.53 | - |
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