Interact to see
Advertisement
Advertisement
CGVBX vs RWIFX
CGVBX vs RWIFX Comparison
Open Charts CGVBX vs RWIFX
American Funds Global Insight 529-C
Price$27.76
Change-$0.36 (-1.28%)
VolumeN/A
Net Assets19.22B
American Funds Capital World Gr&Inc R5
Price$76.25
Change-$1.40 (-1.80%)
VolumeN/A
Net Assets144.09B
CGVBX vs RWIFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CGVBX vs. RWIFX commentary
Nov 14, 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 CGVBX is a Hold and RWIFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 144B vs. CGVBX (19.2B). RWIFX pays higher dividends than CGVBX: RWIFX (1.60) vs CGVBX (0.06). CGVBX was incepted earlier than RWIFX: CGVBX (6 years) vs RWIFX (24 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 : 18.63 vs. RWIFX (15.39). CGVBX return over 5 years is better than : 54.13 vs. RWIFX (49.55).
| 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 | 24 years | - |
| Gain YTD | 21.259 | 23.740 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.2B | 144B | 13% |
| Annual Yield % from dividends | 0.06 | 1.60 | 4% |
| Returns for 1 year | 18.63 | 15.39 | 121% |
| Returns for 3 years | 54.67 | 57.49 | 95% |
| Returns for 5 years | 54.13 | 49.55 | 109% |
| Returns for 10 years | N/A | 88.26 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement