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CGVEX vs RWICX
CGVEX vs RWICX Comparison
Open Charts CGVEX vs RWICX
American Funds Global Insight 529-E
Price$26.71
Change+$0.09 (+0.34%)
VolumeN/A
Net Assets17.86B
American Funds Capital World Gr&Inc R3
Price$71.27
Change+$0.36 (+0.51%)
VolumeN/A
Net Assets136.03B
CGVEX vs RWICX Comparison Chart in %
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CGVEX vs. RWICX commentary
Aug 11, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RWICX has more cash in the bank: 136B vs. CGVEX (17.9B). 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 : 18.31 vs. RWICX (13.98). CGVEX return over 5 years is better than : 60.70 vs. RWICX (45.41).
| 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 | 14.635 | 13.864 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.9B | 136B | 13% |
| Annual Yield % from dividends | 0.62 | 1.21 | 51% |
| Returns for 1 year | 18.31 | 13.98 | 131% |
| Returns for 3 years | 46.96 | 43.12 | 109% |
| Returns for 5 years | 60.70 | 45.41 | 134% |
| Returns for 10 years | N/A | 59.36 | - |