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CGVYX vs RWIBX
CGVYX vs RWIBX Comparison
Open Charts CGVYX vs RWIBX
American Funds Global Insight 529-A
Price$22.48
Change+$1.30 (+6.14%)
VolumeN/A
Net Assets13.88B
American Funds Capital World Gr&Inc R2
Price$59.77
Change+$3.85 (+6.88%)
VolumeN/A
Net Assets116.98B
CGVYX vs RWIBX Comparison Chart
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CGVYX vs. RWIBX commentary
Apr 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 CGVYX is a StrongBuy and RWIBX is a Buy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 117B vs. CGVYX (13.9B). CGVYX (0.93) and RWIBX (0.92) have matching dividends . CGVYX was incepted earlier than RWIBX: CGVYX (5 years) vs RWIBX (23 years). RWIBX (1.51) is less costly to investors than CGVYX (0.81). RWIBX is a more actively managed with annual turnover of: 27.00 vs. CGVYX (21.00). CGVYX (250) and RWIBX (250) have matching initial minimum investment requirements. CGVYX annual gain was more profitable for investors over the last year : -4.93 vs. RWIBX (-11.60). CGVYX return over 5 years is better than : 52.02 vs. RWIBX (33.84).
| CGVYX | RWIBX | CGVYX / RWIBX | |
| Total Expense Ratio | 0.81 | 1.51 | 54% |
| Annual Report Gross Expense Ratio | 0.81 | 1.51 | 54% |
| Fund Existence | 5 years | 23 years | - |
| Gain YTD | -9.099 | -10.493 | 87% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.9B | 117B | 12% |
| Annual Yield % from dividends | 0.93 | 0.92 | 101% |
| Returns for 1 year | -4.93 | -11.60 | 42% |
| Returns for 3 years | 8.07 | -0.36 | -2,218% |
| Returns for 5 years | 52.02 | 33.84 | 154% |
| Returns for 10 years | N/A | 20.23 | - |
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