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CGVFX vs RWIFX
CGVFX vs RWIFX Comparison
Open Charts CGVFX vs RWIFX
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 R5
Price$65.19
Change+$0.12 (+0.18%)
VolumeN/A
Net Assets124.97B
CGVFX vs RWIFX Comparison Chart
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CGVFX vs. RWIFX 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 RWIFX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 125B vs. CGVFX (15.9B). RWIFX pays higher dividends than CGVFX: RWIFX (1.91) vs CGVFX (1.08). CGVFX was incepted earlier than RWIFX: CGVFX (6 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 : 8.39 vs. RWIFX (2.53). CGVFX return over 5 years is better than : 67.77 vs. RWIFX (52.57).
| CGVFX | RWIFX | CGVFX / RWIFX | |
| Total Expense Ratio | 0.88 | 0.46 | 191% |
| Annual Report Gross Expense Ratio | 0.88 | 0.46 | 191% |
| Fund Existence | 6 years | 23 years | - |
| Gain YTD | 4.534 | 2.950 | 154% |
| 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 | 1.91 | 56% |
| Returns for 1 year | 8.39 | 2.53 | 332% |
| Returns for 3 years | 39.38 | 31.36 | 126% |
| Returns for 5 years | 67.77 | 52.57 | 129% |
| Returns for 10 years | N/A | 43.36 | - |
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