Interact to see
Advertisement
Advertisement
CGVBX vs CWGCX
CGVBX vs CWGCX Comparison
Open Charts CGVBX vs CWGCX
American Funds Global Insight 529-C
Price$26.40
Change+$0.08 (+0.30%)
VolumeN/A
Net Assets17.74B
American Funds Capital World Gr&Inc C
Price$70.58
Change+$0.18 (+0.26%)
VolumeN/A
Net Assets135.09B
CGVBX vs CWGCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CGVBX vs. CWGCX commentary
Aug 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 CGVBX is a StrongBuy and CWGCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 135B vs. CGVBX (17.7B). CWGCX pays higher dividends than CGVBX: CWGCX (0.84) vs CGVBX (0.06). CGVBX was incepted earlier than CWGCX: CGVBX (6 years) vs CWGCX (24 years). CGVBX (1.60) is less costly to investors than CWGCX (1.49). CWGCX is a more actively managed with annual turnover of: 27.00 vs. CGVBX (21.00). CGVBX (250) and CWGCX (250) have matching initial minimum investment requirements. CGVBX annual gain was more profitable for investors over the last year : 19.43 vs. CWGCX (15.52). CGVBX return over 5 years is better than : 55.58 vs. CWGCX (42.47).
| CGVBX | CWGCX | CGVBX / CWGCX | |
| Total Expense Ratio | 1.60 | 1.49 | 107% |
| Annual Report Gross Expense Ratio | 1.60 | 1.49 | 107% |
| Fund Existence | 6 years | 24 years | - |
| Gain YTD | 13.842 | 13.022 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.7B | 135B | 13% |
| Annual Yield % from dividends | 0.06 | 0.84 | 7% |
| Returns for 1 year | 19.43 | 15.52 | 125% |
| Returns for 3 years | 43.10 | 40.04 | 108% |
| Returns for 5 years | 55.58 | 42.47 | 131% |
| Returns for 10 years | N/A | 54.64 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement