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CGVEX vs RWICX
CGVEX vs RWICX Comparison
Open Charts CGVEX vs RWICX
American Funds Global Insight 529-E
Price$27.46
Change-$0.28 (-1.01%)
VolumeN/A
Net Assets18.8B
American Funds Capital World Gr&Inc R3
Price$74.06
Change-$0.67 (-0.90%)
VolumeN/A
Net Assets139.93B
CGVEX vs RWICX Comparison Chart in %
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CGVEX vs. RWICX commentary
Nov 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 Hold and RWICX is a Hold.
FUNDAMENTALS
Fundamentals
RWICX has more cash in the bank: 140B vs. CGVEX (18.8B). RWICX pays higher dividends than CGVEX: RWICX (1.11) vs CGVEX (0.58). 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 : 16.90 vs. RWICX (11.78). CGVEX return over 5 years is better than : 52.87 vs. RWICX (39.85).
| 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 | 17.854 | 18.544 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.8B | 140B | 13% |
| Annual Yield % from dividends | 0.58 | 1.11 | 52% |
| Returns for 1 year | 16.90 | 11.78 | 143% |
| Returns for 3 years | 52.07 | 49.34 | 106% |
| Returns for 5 years | 52.87 | 39.85 | 133% |
| Returns for 10 years | N/A | 71.76 | - |
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