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CGVEX vs RWIEX
CGVEX vs RWIEX Comparison
Open Charts CGVEX vs RWIEX
American Funds Global Insight 529-E
Price$26.87
Change-$0.03 (-0.11%)
VolumeN/A
Net Assets17.97B
American Funds Capital World Gr&Inc R4
Price$72.57
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets137.49B
CGVEX vs RWIEX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 137B vs. CGVEX (18B). RWIEX pays higher dividends than CGVEX: RWIEX (1.46) vs CGVEX (0.62). CGVEX was incepted earlier than RWIEX: CGVEX (6 years) vs RWIEX (23 years). CGVEX (1.07) is less costly to investors than RWIEX (0.76). RWIEX is a more actively managed with annual turnover of: 27.00 vs. CGVEX (21.00). CGVEX (250) and RWIEX (250) have matching initial minimum investment requirements. CGVEX annual gain was more profitable for investors over the last year : 15.46 vs. RWIEX (11.43). CGVEX return over 5 years is better than : 59.81 vs. RWIEX (47.54).
| CGVEX | RWIEX | CGVEX / RWIEX | |
| Total Expense Ratio | 1.07 | 0.76 | 141% |
| Annual Report Gross Expense Ratio | 1.07 | 0.76 | 141% |
| Fund Existence | 6 years | 23 years | - |
| Gain YTD | 15.322 | 15.474 | 99% |
| 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 | 0.62 | 1.46 | 42% |
| Returns for 1 year | 15.46 | 11.43 | 135% |
| Returns for 3 years | 43.60 | 41.24 | 106% |
| Returns for 5 years | 59.81 | 47.54 | 126% |
| Returns for 10 years | N/A | 64.31 | - |