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CGVEX vs RWICX
CGVEX vs RWICX Comparison
Open Charts CGVEX vs RWICX
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 R3
Price$60.47
Change+$0.11 (+0.18%)
VolumeN/A
Net Assets117.17B
CGVEX vs RWICX Comparison Chart
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CGVEX vs. RWICX 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 RWICX is a Buy.
FUNDAMENTALS
Fundamentals
RWICX has more cash in the bank: 117B vs. CGVEX (14.9B). RWICX pays higher dividends than CGVEX: RWICX (1.35) vs CGVEX (0.69). CGVEX was incepted earlier than RWICX: CGVEX (5 years) vs RWICX (23 years). CGVEX (1.07) and RWICX (1.06) have similar cost to investors . RWICX is a more actively managed with annual turnover of: 27.00 vs. CGVEX (21.00). CGVEX (250) and RWICX (250) have matching initial minimum investment requirements. CGVEX annual gain was more profitable for investors over the last year : 4.89 vs. RWICX (-1.25). CGVEX return over 5 years is better than : 56.32 vs. RWICX (42.12).
| CGVEX | RWICX | CGVEX / RWICX | |
| Total Expense Ratio | 1.07 | 1.06 | 101% |
| Annual Report Gross Expense Ratio | 1.07 | 1.06 | 101% |
| Fund Existence | 5 years | 23 years | - |
| Gain YTD | -2.747 | -3.811 | 72% |
| 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 | 1.35 | 51% |
| Returns for 1 year | 4.89 | -1.25 | -390% |
| Returns for 3 years | 17.19 | 10.18 | 169% |
| Returns for 5 years | 56.32 | 42.12 | 134% |
| Returns for 10 years | N/A | 31.33 | - |
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