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CGVEX vs RWIBX
CGVEX vs RWIBX Comparison
Open Charts CGVEX vs RWIBX
American Funds Global Insight 529-E
Price$26.44
Change-$0.03 (-0.11%)
VolumeN/A
Net Assets17.47B
American Funds Capital World Gr&Inc R2
Price$70.59
Change+$0.08 (+0.11%)
VolumeN/A
Net Assets136.1B
CGVEX vs RWIBX Comparison Chart in %
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CGVEX vs. RWIBX commentary
Jul 20, 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: 136B vs. CGVEX (17.5B). RWIBX pays higher dividends than CGVEX: RWIBX (0.82) vs CGVEX (0.62). 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 : 15.03 vs. RWIBX (9.09). CGVEX return over 5 years is better than : 61.33 vs. RWIBX (45.26).
| 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 | 13.476 | 13.369 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.5B | 136B | 13% |
| Annual Yield % from dividends | 0.62 | 0.82 | 75% |
| Returns for 1 year | 15.03 | 9.09 | 165% |
| Returns for 3 years | 49.33 | 46.15 | 107% |
| Returns for 5 years | 61.33 | 45.26 | 135% |
| Returns for 10 years | N/A | 54.31 | - |
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