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CGVEX vs CWGCX
CGVEX vs CWGCX Comparison
Open Charts CGVEX vs CWGCX
American Funds Global Insight 529-E
Price$27.78
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets18.69B
American Funds Capital World Gr&Inc C
Price$74.44
Change-$0.08 (-0.11%)
VolumeN/A
Net Assets140.77B
CGVEX vs CWGCX Comparison Chart in %
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CGVEX vs. CWGCX commentary
Oct 19, 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 CGVEX is a Hold and CWGCX is a Hold.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 141B vs. CGVEX (18.7B). CWGCX pays higher dividends than CGVEX: CWGCX (0.77) vs CGVEX (0.59). CGVEX was incepted earlier than CWGCX: CGVEX (6 years) vs CWGCX (25 years). CWGCX (1.49) is less costly to investors than CGVEX (1.07). CWGCX is a more actively managed with annual turnover of: 27.00 vs. CGVEX (21.00). CGVEX (250) and CWGCX (250) have matching initial minimum investment requirements. CGVEX annual gain was more profitable for investors over the last year : 15.52 vs. CWGCX (9.93). CGVEX return over 5 years is better than : 62.06 vs. CWGCX (46.50).
| CGVEX | CWGCX | CGVEX / CWGCX | |
| Total Expense Ratio | 1.07 | 1.49 | 72% |
| Annual Report Gross Expense Ratio | 1.07 | 1.49 | 72% |
| Fund Existence | 6 years | 25 years | - |
| Gain YTD | 19.227 | 19.298 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.7B | 141B | 13% |
| Annual Yield % from dividends | 0.59 | 0.77 | 77% |
| Returns for 1 year | 15.52 | 9.93 | 156% |
| Returns for 3 years | 68.00 | 63.56 | 107% |
| Returns for 5 years | 62.06 | 46.50 | 133% |
| Returns for 10 years | N/A | 72.19 | - |
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