Interact to see
Advertisement
Advertisement
CGVBX vs CWGFX
CGVBX vs CWGFX Comparison
Open Charts CGVBX vs CWGFX
American Funds Global Insight 529-C
Price$26.61
Change-$0.15 (-0.56%)
VolumeN/A
Net Assets17.96B
American Funds Capital World Gr&Inc F1
Price$72.57
Change-$0.43 (-0.59%)
VolumeN/A
Net Assets136.73B
CGVBX vs CWGFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CGVBX vs. CWGFX commentary
Sep 01, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 137B vs. CGVBX (18B). CWGFX pays higher dividends than CGVBX: CWGFX (1.39) vs CGVBX (0.06). CGVBX was incepted earlier than CWGFX: CGVBX (6 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 : 12.54 vs. CWGFX (9.69). CGVBX return over 5 years is better than : 51.94 vs. CWGFX (43.20).
| 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 | 24 years | - |
| Gain YTD | 14.748 | 15.399 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18B | 137B | 13% |
| Annual Yield % from dividends | 0.06 | 1.39 | 4% |
| Returns for 1 year | 12.54 | 9.69 | 129% |
| Returns for 3 years | 50.55 | 49.99 | 101% |
| Returns for 5 years | 51.94 | 43.20 | 120% |
| Returns for 10 years | N/A | 78.07 | - |
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 % |
| JPIE | 46.55 | 0.01 | +0.02% |
| JPMorgan Income ETF | |||
| LFAJ | 127.51 | N/A | N/A |
| LifeX 2051 Longevity Income ETF | |||
| ISCV | 66.77 | -0.05 | -0.08% |
| iShares Morningstar Small-Cap Value ETF | |||
| GBF | 104.59 | -0.10 | -0.09% |
| iShares Government/Credit Bond ETF | |||
| TPHE | 25.96 | -0.07 | -0.27% |
| Timothy Plan High Dividend Stock Enh ETF | |||