Interact to see
Advertisement
Advertisement
CGVEX vs RWIFX
CGVEX vs RWIFX Comparison
Open Charts CGVEX vs RWIFX
American Funds Global Insight 529-E
Price$26.91
Change+$0.17 (+0.64%)
VolumeN/A
Net Assets18.05B
American Funds Capital World Gr&Inc R5
Price$73.30
Change+$0.34 (+0.47%)
VolumeN/A
Net Assets136.94B
CGVEX vs RWIFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CGVEX vs. RWIFX commentary
Sep 07, 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 CGVEX is a Buy and RWIFX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 137B vs. CGVEX (18.1B). RWIFX pays higher dividends than CGVEX: RWIFX (1.69) vs CGVEX (0.61). CGVEX was incepted earlier than RWIFX: CGVEX (6 years) vs RWIFX (23 years). CGVEX (1.07) is less costly to investors than RWIFX (0.46). RWIFX is a more actively managed with annual turnover of: 27.00 vs. CGVEX (21.00). CGVEX (250) and RWIFX (250) have matching initial minimum investment requirements. CGVEX annual gain was more profitable for investors over the last year : 15.78 vs. RWIFX (13.51). CGVEX return over 5 years is better than : 59.95 vs. RWIFX (48.74).
| CGVEX | RWIFX | CGVEX / RWIFX | |
| Total Expense Ratio | 1.07 | 0.46 | 233% |
| Annual Report Gross Expense Ratio | 1.07 | 0.46 | 233% |
| Fund Existence | 6 years | 23 years | - |
| Gain YTD | 15.494 | 16.421 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.1B | 137B | 13% |
| Annual Yield % from dividends | 0.61 | 1.69 | 36% |
| Returns for 1 year | 15.78 | 13.51 | 117% |
| Returns for 3 years | 56.73 | 55.27 | 103% |
| Returns for 5 years | 59.95 | 48.74 | 123% |
| Returns for 10 years | N/A | 77.64 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| MNRS | 28.90 | 0.20 | +0.70% |
| Grayscale Bitcoin Miners ETF | |||
| SMLF | 74.26 | 0.45 | +0.61% |
| iShares U.S. Small-Cap Eq Fac ETF | |||
| BAMD | 31.31 | 0.04 | +0.13% |
| Brookstone Dividend Stock ETF | |||
| EIPX | 25.92 | -0.20 | -0.78% |
| FT Energy Income Partners Strategy ETF | |||
| DWSH | 6.62 | -0.09 | -1.33% |
| AdvisorShares Dorsey Wright Short ETF | |||