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CGVFX vs RWIBX
CGVFX vs RWIBX Comparison
Open Charts CGVFX vs RWIBX
American Funds Global Insight 529-F-1
Price$24.44
Change+$0.05 (+0.21%)
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
CGVFX vs RWIBX Comparison Chart
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CGVFX vs. RWIBX commentary
May 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 CGVFX is a StrongBuy and RWIBX is a Buy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 125B vs. CGVFX (15.9B). CGVFX pays higher dividends than RWIBX: CGVFX (1.08) vs RWIBX (0.91). CGVFX was incepted earlier than RWIBX: CGVFX (6 years) vs RWIBX (23 years). RWIBX (1.51) is less costly to investors than CGVFX (0.88). RWIBX is a more actively managed with annual turnover of: 27.00 vs. CGVFX (21.00). CGVFX (250) and RWIBX (250) have matching initial minimum investment requirements. CGVFX annual gain was more profitable for investors over the last year : 8.39 vs. RWIBX (1.36). CGVFX return over 5 years is better than : 67.77 vs. RWIBX (47.10).
| CGVFX | RWIBX | CGVFX / RWIBX | |
| Total Expense Ratio | 0.88 | 1.51 | 58% |
| Annual Report Gross Expense Ratio | 0.88 | 1.51 | 58% |
| Fund Existence | 6 years | 23 years | - |
| Gain YTD | 4.534 | 2.552 | 178% |
| 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 | 1.08 | 0.91 | 118% |
| Returns for 1 year | 8.39 | 1.36 | 615% |
| Returns for 3 years | 39.38 | 28.12 | 140% |
| Returns for 5 years | 67.77 | 47.10 | 144% |
| Returns for 10 years | N/A | 37.93 | - |
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