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CGVFX vs RWIFX
CGVFX vs RWIFX Comparison
Open Charts CGVFX vs RWIFX
American Funds Global Insight 529-F-1
Price$22.99
Change+$0.07 (+0.31%)
VolumeN/A
Net Assets15B
American Funds Capital World Gr&Inc R5
Price$61.62
Change+$0.19 (+0.31%)
VolumeN/A
Net Assets118.23B
CGVFX vs RWIFX Comparison Chart
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CGVFX vs. RWIFX commentary
Apr 16, 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 RWIFX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 118B vs. CGVFX (15B). RWIFX pays higher dividends than CGVFX: RWIFX (1.93) vs CGVFX (1.10). CGVFX was incepted earlier than RWIFX: CGVFX (5 years) vs RWIFX (23 years). CGVFX (0.88) is less costly to investors than RWIFX (0.46). RWIFX is a more actively managed with annual turnover of: 27.00 vs. CGVFX (21.00). CGVFX (250) and RWIFX (250) have matching initial minimum investment requirements. CGVFX annual gain was more profitable for investors over the last year : 4.82 vs. RWIFX (-0.24). CGVFX return over 5 years is better than : 65.54 vs. RWIFX (49.98).
| CGVFX | RWIFX | CGVFX / RWIFX | |
| Total Expense Ratio | 0.88 | 0.46 | 191% |
| Annual Report Gross Expense Ratio | 0.88 | 0.46 | 191% |
| Fund Existence | 5 years | 23 years | - |
| Gain YTD | -1.967 | -2.687 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15B | 118B | 13% |
| Annual Yield % from dividends | 1.10 | 1.93 | 57% |
| Returns for 1 year | 4.82 | -0.24 | -2,026% |
| Returns for 3 years | 19.01 | 12.45 | 153% |
| Returns for 5 years | 65.54 | 49.98 | 131% |
| Returns for 10 years | N/A | 36.09 | - |
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