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CGVBX vs CWGCX
CGVBX vs CWGCX Comparison
Open Charts CGVBX vs CWGCX
American Funds Global Insight 529-C
Price$25.36
Change-$0.32 (-1.25%)
VolumeN/A
Net Assets16.77B
American Funds Capital World Gr&Inc C
Price$67.87
Change-$0.73 (-1.06%)
VolumeN/A
Net Assets131.04B
CGVBX vs CWGCX Comparison Chart
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CGVBX vs. CWGCX commentary
Jun 15, 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 Buy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 131B vs. CGVBX (16.8B). CWGCX pays higher dividends than CGVBX: CWGCX (0.87) 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 : 11.45 vs. CWGCX (5.50). CGVBX return over 5 years is better than : 60.28 vs. CWGCX (48.05).
| 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 | 9.357 | 8.682 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.8B | 131B | 13% |
| Annual Yield % from dividends | 0.06 | 0.87 | 7% |
| Returns for 1 year | 11.45 | 5.50 | 208% |
| Returns for 3 years | 48.22 | 41.27 | 117% |
| Returns for 5 years | 60.28 | 48.05 | 125% |
| Returns for 10 years | N/A | 48.20 | - |
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