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CGVFX vs RWIFX
CGVFX vs RWIFX Comparison
Open Charts CGVFX vs RWIFX
American Funds Global Insight 529-F-1
Price$23.64
Change-$0.11 (-0.46%)
VolumeN/A
Net Assets15.38B
American Funds Capital World Gr&Inc R5
Price$63.52
Change-$0.18 (-0.28%)
VolumeN/A
Net Assets122.79B
CGVFX vs RWIFX Comparison Chart
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CGVFX vs. RWIFX commentary
Mar 12, 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 Hold.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 123B vs. CGVFX (15.4B). RWIFX pays higher dividends than CGVFX: RWIFX (1.86) vs CGVFX (1.06). 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 : 6.05 vs. RWIFX (1.88). CGVFX return over 5 years is better than : 88.18 vs. RWIFX (70.35).
| 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 | 1.112 | 0.313 | 355% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.4B | 123B | 13% |
| Annual Yield % from dividends | 1.06 | 1.86 | 57% |
| Returns for 1 year | 6.05 | 1.88 | 321% |
| Returns for 3 years | 28.13 | 20.30 | 139% |
| Returns for 5 years | 88.18 | 70.35 | 125% |
| Returns for 10 years | N/A | 45.79 | - |