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CGVBX vs RWIFX
CGVBX vs RWIFX Comparison
Open Charts CGVBX vs RWIFX
American Funds Global Insight 529-C
Price$28.90
Change-$0.12 (-0.41%)
VolumeN/A
Net Assets19.37B
American Funds Capital World Gr&Inc R5
Price$74.19
Change-$0.17 (-0.23%)
VolumeN/A
Net Assets142.37B
CGVBX vs RWIFX Comparison Chart in %
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CGVBX vs. RWIFX commentary
Jan 16, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 142B vs. CGVBX (19.4B). RWIFX pays higher dividends than CGVBX: RWIFX (1.78) vs CGVBX (0.00). 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 : 24.89 vs. RWIFX (19.27). CGVBX return over 5 years is better than : 48.43 vs. RWIFX (33.00).
| 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 | 2.628 | 3.748 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.4B | 142B | 14% |
| Annual Yield % from dividends | 0.00 | 1.78 | - |
| Returns for 1 year | 24.89 | 19.27 | 129% |
| Returns for 3 years | 51.62 | 44.85 | 115% |
| Returns for 5 years | 48.43 | 33.00 | 147% |
| Returns for 10 years | N/A | 102.06 | - |
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