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CGVBX vs RWIFX
CGVBX vs RWIFX Comparison
Open Charts CGVBX vs RWIFX
American Funds Global Insight 529-C
Price$26.65
Change-$0.02 (-0.07%)
VolumeN/A
Net Assets17.97B
American Funds Capital World Gr&Inc R5
Price$72.84
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets137.49B
CGVBX vs RWIFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 137B vs. CGVBX (18B). RWIFX pays higher dividends than CGVBX: RWIFX (1.72) vs CGVBX (0.06). CGVBX was incepted earlier than RWIFX: CGVBX (6 years) vs RWIFX (23 years). CGVBX (1.60) is less costly to investors than RWIFX (0.46). RWIFX is a more actively managed with annual turnover of: 27.00 vs. CGVBX (21.00). CGVBX (250) and RWIFX (250) have matching initial minimum investment requirements. CGVBX annual gain was more profitable for investors over the last year : 14.85 vs. RWIFX (11.77). CGVBX return over 5 years is better than : 55.24 vs. RWIFX (49.16).
| CGVBX | RWIFX | CGVBX / RWIFX | |
| Total Expense Ratio | 1.60 | 0.46 | 348% |
| Annual Report Gross Expense Ratio | 1.60 | 0.46 | 348% |
| Fund Existence | 6 years | 23 years | - |
| Gain YTD | 14.920 | 15.690 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18B | 137B | 13% |
| Annual Yield % from dividends | 0.06 | 1.72 | 3% |
| Returns for 1 year | 14.85 | 11.77 | 126% |
| Returns for 3 years | 41.19 | 42.33 | 97% |
| Returns for 5 years | 55.24 | 49.16 | 112% |
| Returns for 10 years | N/A | 66.20 | - |
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