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CGVEX vs CWGCX
CGVEX vs CWGCX Comparison
Open Charts CGVEX vs CWGCX
American Funds Global Insight 529-E
Price$23.56
Change-$0.25 (-1.05%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc C
Price$66.36
Change-$0.70 (-1.04%)
VolumeN/A
CapitalizationN/A
CGVEX vs CWGCX Comparison Chart
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CGVEX vs. CWGCX commentary
Nov 18, 2024
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 CGVEX is a StrongBuy and CWGCX is a Sell.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 125B vs. CGVEX (14.8B). CWGCX pays higher dividends than CGVEX: CWGCX (1.04) vs CGVEX (0.81). CGVEX was incepted earlier than CWGCX: CGVEX (5 years) vs CWGCX (24 years). CWGCX is a more actively managed with annual turnover of: 27.00 vs. CGVEX (23.00). CGVEX (250) and CWGCX (250) have matching initial minimum investment requirements. CWGCX annual gain was more profitable for investors over the last year : 18.22 vs. CGVEX (17.10). CGVEX return over 5 years is better than : 46.22 vs. CWGCX (36.04).
| CGVEX | CWGCX | CGVEX / CWGCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 24 years | - |
| Gain YTD | 10.300 | 12.381 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.8B | 125B | 12% |
| Annual Yield % from dividends | 0.81 | 1.04 | 78% |
| Returns for 1 year | 17.10 | 18.22 | 94% |
| Returns for 3 years | 9.94 | 1.67 | 595% |
| Returns for 5 years | 46.22 | 36.04 | 128% |
| Returns for 10 years | N/A | 46.10 | - |