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CGVEX vs RWIBX
CGVEX vs RWIBX Comparison
Open Charts CGVEX vs RWIBX
American Funds Global Insight 529-E
Price$24.33
Change+$0.06 (+0.25%)
VolumeN/A
Net Assets15.92B
American Funds Capital World Gr&Inc R2
Price$64.07
Change+$0.11 (+0.17%)
VolumeN/A
Net Assets124.97B
CGVEX vs RWIBX Comparison Chart
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CGVEX vs. RWIBX commentary
May 12, 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: 125B vs. CGVEX (15.9B). RWIBX pays higher dividends than CGVEX: RWIBX (0.91) vs CGVEX (0.68). 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 : 8.00 vs. RWIBX (1.36). CGVEX return over 5 years is better than : 64.55 vs. RWIBX (47.10).
| 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 | 4.421 | 2.552 | 173% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.9B | 125B | 13% |
| Annual Yield % from dividends | 0.68 | 0.91 | 75% |
| Returns for 1 year | 8.00 | 1.36 | 587% |
| Returns for 3 years | 37.79 | 28.12 | 134% |
| Returns for 5 years | 64.55 | 47.10 | 137% |
| Returns for 10 years | N/A | 37.93 | - |
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