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CGVEX vs RWIBX
CGVEX vs RWIBX Comparison
Open Charts CGVEX vs RWIBX
American Funds Global Insight 529-E
Price$22.66
Change+$0.03 (+0.13%)
VolumeN/A
Net Assets14.89B
American Funds Capital World Gr&Inc R2
Price$60.01
Change+$0.11 (+0.18%)
VolumeN/A
Net Assets117.17B
CGVEX vs RWIBX Comparison Chart
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CGVEX vs. RWIBX commentary
Apr 18, 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: 117B vs. CGVEX (14.9B). RWIBX pays higher dividends than CGVEX: RWIBX (0.92) vs CGVEX (0.69). CGVEX was incepted earlier than RWIBX: CGVEX (5 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 : 4.89 vs. RWIBX (-1.73). CGVEX return over 5 years is better than : 56.32 vs. RWIBX (39.93).
| CGVEX | RWIBX | CGVEX / RWIBX | |
| Total Expense Ratio | 1.07 | 1.51 | 71% |
| Annual Report Gross Expense Ratio | 1.07 | 1.51 | 71% |
| Fund Existence | 5 years | 23 years | - |
| Gain YTD | -2.747 | -3.947 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.9B | 117B | 13% |
| Annual Yield % from dividends | 0.69 | 0.92 | 76% |
| Returns for 1 year | 4.89 | -1.73 | -282% |
| Returns for 3 years | 17.19 | 8.99 | 191% |
| Returns for 5 years | 56.32 | 39.93 | 141% |
| Returns for 10 years | N/A | 29.16 | - |
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