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CGVIX vs VGPMX
CGVIX vs VGPMX Comparison
Open Charts CGVIX vs VGPMX
Causeway Global Value Inst
Price$14.56
Change+$0.08 (+0.55%)
VolumeN/A
Net Assets57.6M
Vanguard Global Capital Cycles Investor
Price$16.12
Change+$0.10 (+0.62%)
VolumeN/A
Net Assets1.72B
CGVIX vs VGPMX Comparison Chart in %
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CGVIX vs. VGPMX commentary
Jul 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 CGVIX is a Buy and VGPMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VGPMX has more cash in the bank: 1.72B vs. CGVIX (57.6M). VGPMX pays higher dividends than CGVIX: VGPMX (2.00) vs CGVIX (1.20). 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: 80.00 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 : 21.00 vs. CGVIX (-1.24). VGPMX return over 5 years is better than : 112.33 vs. CGVIX (83.20).
| 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 | 16.854 | 27.644 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 57.6M | 1.72B | 3% |
| Annual Yield % from dividends | 1.20 | 2.00 | 60% |
| Returns for 1 year | -1.24 | 21.00 | -6% |
| Returns for 3 years | 46.28 | 51.91 | 89% |
| Returns for 5 years | 83.20 | 112.33 | 74% |
| Returns for 10 years | 50.40 | 94.22 | 53% |
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