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CGVEX vs RWICX
CGVEX vs RWICX Comparison
Open Charts CGVEX vs RWICX
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 R3
Price$71.14
Change+$0.09 (+0.13%)
VolumeN/A
Net Assets136.1B
CGVEX vs RWICX Comparison Chart in %
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CGVEX vs. RWICX 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 RWICX is a Buy.
FUNDAMENTALS
Fundamentals
RWICX has more cash in the bank: 136B vs. CGVEX (17.5B). RWICX pays higher dividends than CGVEX: RWICX (1.21) vs CGVEX (0.62). CGVEX was incepted earlier than RWICX: CGVEX (6 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 : 15.03 vs. RWICX (9.62). CGVEX return over 5 years is better than : 61.33 vs. RWICX (47.73).
| CGVEX | RWICX | CGVEX / RWICX | |
| Total Expense Ratio | 1.07 | 1.06 | 101% |
| Annual Report Gross Expense Ratio | 1.07 | 1.06 | 101% |
| Fund Existence | 6 years | 23 years | - |
| Gain YTD | 13.476 | 13.656 | 99% |
| 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 | 1.21 | 51% |
| Returns for 1 year | 15.03 | 9.62 | 156% |
| Returns for 3 years | 49.33 | 47.89 | 103% |
| Returns for 5 years | 61.33 | 47.73 | 128% |
| Returns for 10 years | N/A | 57.10 | - |
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