Interact to see
Advertisement
Advertisement
CGVIX vs VGPMX
CGVIX vs VGPMX Comparison
Open Charts CGVIX vs VGPMX
Causeway Global Value Inst
Price$15.06
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets62.36M
Vanguard Global Capital Cycles Investor
Price$16.31
Change+$0.12 (+0.74%)
VolumeN/A
Net Assets1.85B
CGVIX vs VGPMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CGVIX vs. VGPMX commentary
Aug 18, 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 CGVIX is a StrongBuy and VGPMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VGPMX has more cash in the bank: 1.85B vs. CGVIX (62.4M). VGPMX pays higher dividends than CGVIX: VGPMX (2.03) vs CGVIX (1.18). CGVIX was incepted earlier than VGPMX: CGVIX (17 years) vs VGPMX (41 years). CGVIX (1.19) is less costly to investors than VGPMX (0.44). CGVIX is a more actively managed with annual turnover of: 85.00 vs. VGPMX (32.00). VGPMX has a lower initial minimum investment than CGVIX: VGPMX (3000) vs CGVIX (1000000). VGPMX annual gain was more profitable for investors over the last year : 22.70 vs. CGVIX (0.61). VGPMX return over 5 years is better than : 93.70 vs. CGVIX (80.45).
| CGVIX | VGPMX | CGVIX / VGPMX | |
| Total Expense Ratio | 0.85 | 0.44 | 193% |
| Annual Report Gross Expense Ratio | 1.19 | 0.44 | 270% |
| Fund Existence | 17 years | 41 years | - |
| Gain YTD | 20.867 | 29.149 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 62.4M | 1.85B | 3% |
| Annual Yield % from dividends | 1.18 | 2.03 | 58% |
| Returns for 1 year | 0.61 | 22.70 | 3% |
| Returns for 3 years | 40.25 | 48.04 | 84% |
| Returns for 5 years | 80.45 | 93.70 | 86% |
| Returns for 10 years | 53.24 | 127.41 | 42% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement