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CGVBX vs CWGFX
CGVBX vs CWGFX Comparison
Open Charts CGVBX vs CWGFX
American Funds Global Insight 529-C
Price$26.08
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets17.34B
American Funds Capital World Gr&Inc F1
Price$70.95
Change+$0.03 (+0.04%)
VolumeN/A
Net Assets135.06B
CGVBX vs CWGFX Comparison Chart in %
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CGVBX vs. CWGFX commentary
Jul 09, 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 Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 135B vs. CGVBX (17.3B). CWGFX pays higher dividends than CGVBX: CWGFX (1.42) 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 : 13.17 vs. CWGFX (7.84). CGVBX return over 5 years is better than : 59.26 vs. CWGFX (49.94).
| 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 | 12.462 | 12.823 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.3B | 135B | 13% |
| Annual Yield % from dividends | 0.06 | 1.42 | 4% |
| Returns for 1 year | 13.17 | 7.84 | 168% |
| Returns for 3 years | 48.64 | 48.31 | 101% |
| Returns for 5 years | 59.26 | 49.94 | 119% |
| Returns for 10 years | N/A | 60.02 | - |