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CGVBX vs CWICX
CGVBX vs CWICX Comparison
Open Charts CGVBX vs CWICX
American Funds Global Insight 529-C
Price$24.86
Change-$0.25 (-1.00%)
VolumeN/A
Net Assets16.57B
American Funds Capital World Gr&Inc 529C
Price$66.64
Change-$0.70 (-1.04%)
VolumeN/A
Net Assets129.86B
CGVBX vs CWICX Comparison Chart
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CGVBX vs. CWICX commentary
May 22, 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 CWICX is a Buy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 130B vs. CGVBX (16.6B). CWICX pays higher dividends than CGVBX: CWICX (0.86) vs CGVBX (0.07). CGVBX was incepted earlier than CWICX: CGVBX (6 years) vs CWICX (23 years). CGVBX (1.60) and CWICX (1.53) have similar cost to investors . CWICX is a more actively managed with annual turnover of: 27.00 vs. CGVBX (21.00). CGVBX (250) and CWICX (250) have matching initial minimum investment requirements. CGVBX annual gain was more profitable for investors over the last year : 8.53 vs. CWICX (2.21). CGVBX return over 5 years is better than : 63.88 vs. CWICX (53.23).
| CGVBX | CWICX | CGVBX / CWICX | |
| Total Expense Ratio | 1.60 | 1.53 | 105% |
| Annual Report Gross Expense Ratio | 1.60 | 1.53 | 105% |
| Fund Existence | 6 years | 23 years | - |
| Gain YTD | 7.201 | 5.652 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.6B | 130B | 13% |
| Annual Yield % from dividends | 0.07 | 0.86 | 8% |
| Returns for 1 year | 8.53 | 2.21 | 386% |
| Returns for 3 years | 38.02 | 31.14 | 122% |
| Returns for 5 years | 63.88 | 53.23 | 120% |
| Returns for 10 years | N/A | 52.57 | - |
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