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CGVBX vs CWGFX
CGVBX vs CWGFX Comparison
Open Charts CGVBX vs CWGFX
American Funds Global Insight 529-C
Price$22.43
Change+$0.37 (+1.68%)
VolumeN/A
Net Assets14.58B
American Funds Capital World Gr&Inc F1
Price$60.68
Change+$1.10 (+1.85%)
VolumeN/A
Net Assets115.05B
CGVBX vs CWGFX Comparison Chart
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CGVBX vs. CWGFX commentary
Apr 12, 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 CWGFX is a Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 115B vs. CGVBX (14.6B). CWGFX pays higher dividends than CGVBX: CWGFX (1.59) vs CGVBX (0.07). CGVBX was incepted earlier than CWGFX: CGVBX (5 years) vs CWGFX (24 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 : 1.06 vs. CWGFX (-4.23). CGVBX return over 5 years is better than : 55.89 vs. CWGFX (46.90).
| CGVBX | CWGFX | CGVBX / CWGFX | |
| Total Expense Ratio | 1.60 | 0.80 | 200% |
| Annual Report Gross Expense Ratio | 1.60 | 0.80 | 200% |
| Fund Existence | 5 years | 24 years | - |
| Gain YTD | -3.277 | -3.981 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.6B | 115B | 13% |
| Annual Yield % from dividends | 0.07 | 1.59 | 4% |
| Returns for 1 year | 1.06 | -4.23 | -25% |
| Returns for 3 years | 14.79 | 10.51 | 141% |
| Returns for 5 years | 55.89 | 46.90 | 119% |
| Returns for 10 years | N/A | 32.44 | - |
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