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CGVIX vs VGPMX
CGVIX vs VGPMX Comparison
Open Charts CGVIX vs VGPMX
Causeway Global Value Inst
Price$15.18
Change+$0.07 (+0.46%)
VolumeN/A
Net Assets64.01M
Vanguard Global Capital Cycles Investor
Price$17.01
Change+$0.21 (+1.25%)
VolumeN/A
Net Assets2.01B
CGVIX vs VGPMX Comparison Chart in %
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CGVIX vs. VGPMX commentary
Sep 08, 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 Hold.
FUNDAMENTALS
Fundamentals
VGPMX has more cash in the bank: 2.01B vs. CGVIX (64M). VGPMX pays higher dividends than CGVIX: VGPMX (1.90) vs CGVIX (1.14). 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 : 28.83 vs. CGVIX (1.14). VGPMX return over 5 years is better than : 101.31 vs. CGVIX (81.48).
| 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 | 21.830 | 34.692 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 64M | 2.01B | 3% |
| Annual Yield % from dividends | 1.14 | 1.90 | 60% |
| Returns for 1 year | 1.14 | 28.83 | 4% |
| Returns for 3 years | 56.62 | 63.50 | 89% |
| Returns for 5 years | 81.48 | 101.31 | 80% |
| Returns for 10 years | 63.51 | 152.08 | 42% |
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