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CGVEX vs CWGCX
CGVEX vs CWGCX Comparison
Open Charts CGVEX vs CWGCX
American Funds Global Insight 529-E
Price$22.66
Change+$0.03 (+0.13%)
VolumeN/A
Net Assets14.89B
American Funds Capital World Gr&Inc C
Price$60.21
Change+$0.11 (+0.18%)
VolumeN/A
Net Assets117.17B
CGVEX vs CWGCX Comparison Chart
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CGVEX vs. CWGCX commentary
Apr 18, 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 StrongBuy and CWGCX is a Buy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 117B vs. CGVEX (14.9B). CWGCX pays higher dividends than CGVEX: CWGCX (0.93) vs CGVEX (0.69). CGVEX was incepted earlier than CWGCX: CGVEX (5 years) vs CWGCX (24 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 : 4.89 vs. CWGCX (-1.68). CGVEX return over 5 years is better than : 56.32 vs. CWGCX (40.10).
| CGVEX | CWGCX | CGVEX / CWGCX | |
| Total Expense Ratio | 1.07 | 1.49 | 72% |
| Annual Report Gross Expense Ratio | 1.07 | 1.49 | 72% |
| Fund Existence | 5 years | 24 years | - |
| Gain YTD | -2.747 | -3.913 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.9B | 117B | 13% |
| Annual Yield % from dividends | 0.69 | 0.93 | 75% |
| Returns for 1 year | 4.89 | -1.68 | -291% |
| Returns for 3 years | 17.19 | 9.07 | 190% |
| Returns for 5 years | 56.32 | 40.10 | 140% |
| Returns for 10 years | N/A | 29.50 | - |
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