Interact to see
Advertisement
Advertisement
CGVBX vs CWGFX
CGVBX vs CWGFX Comparison
Open Charts CGVBX vs CWGFX
American Funds Global Insight 529-C
Price$27.19
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets18.62B
American Funds Capital World Gr&Inc F1
Price$74.59
Change+$0.07 (+0.09%)
VolumeN/A
Net Assets138.65B
CGVBX vs CWGFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CGVBX vs. CWGFX commentary
Nov 20, 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 Hold and CWGFX is a Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 139B vs. CGVBX (18.6B). CWGFX pays higher dividends than CGVBX: CWGFX (1.32) vs CGVBX (0.06). CGVBX was incepted earlier than CWGFX: CGVBX (6 years) vs CWGFX (25 years). CGVBX (1.60) is less costly to investors than CWGFX (0.80). CWGFX is a more actively managed with annual turnover of: 27.00 vs. CGVBX (21.00). CGVBX (250) and CWGFX (250) have matching initial minimum investment requirements. CGVBX annual gain was more profitable for investors over the last year : 16.17 vs. CWGFX (12.16). CGVBX return over 5 years is better than : 48.87 vs. CWGFX (41.60).
| CGVBX | CWGFX | CGVBX / CWGFX | |
| Total Expense Ratio | 1.60 | 0.80 | 200% |
| Annual Report Gross Expense Ratio | 1.60 | 0.80 | 200% |
| Fund Existence | 6 years | 25 years | - |
| Gain YTD | 17.249 | 18.909 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.6B | 139B | 13% |
| Annual Yield % from dividends | 0.06 | 1.32 | 4% |
| Returns for 1 year | 16.17 | 12.16 | 133% |
| Returns for 3 years | 49.47 | 50.59 | 98% |
| Returns for 5 years | 48.87 | 41.60 | 117% |
| Returns for 10 years | N/A | 73.79 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| KRE | 59.79 | 0.63 | +1.06% |
| State Street® SPDR® S&PRgnllBkgETF | |||
| MFSI | 29.13 | -0.08 | -0.29% |
| MFS Active International ETF | |||
| FGDL | 54.46 | -0.19 | -0.35% |
| Franklin Responsibly Sourced Gold ETF | |||
| JLS | 18.67 | -0.08 | -0.43% |
| Nuveen Mortgage and Income Fund | |||
| EQRR | 61.82 | -1.21 | -1.91% |
| ProShares Equities for Rising Rates ETF | |||