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CGVEX vs RWIBX
CGVEX vs RWIBX Comparison
Open Charts CGVEX vs RWIBX
American Funds Global Insight 529-E
Price$25.69
Change+$0.12 (+0.47%)
VolumeN/A
Net Assets16.75B
American Funds Capital World Gr&Inc R2
Price$67.90
Change+$0.24 (+0.35%)
VolumeN/A
Net Assets130.86B
CGVEX vs RWIBX Comparison Chart
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CGVEX vs. RWIBX commentary
Jun 07, 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 StrongBuy and RWIBX is a Buy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 131B vs. CGVEX (16.7B). RWIBX pays higher dividends than CGVEX: RWIBX (0.86) vs CGVEX (0.64). 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 : 12.26 vs. RWIBX (5.49). CGVEX return over 5 years is better than : 59.48 vs. RWIBX (42.11).
| 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 | 10.258 | 8.682 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.7B | 131B | 13% |
| Annual Yield % from dividends | 0.64 | 0.86 | 75% |
| Returns for 1 year | 12.26 | 5.49 | 223% |
| Returns for 3 years | 37.37 | 26.76 | 140% |
| Returns for 5 years | 59.48 | 42.11 | 141% |
| Returns for 10 years | N/A | 48.90 | - |
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