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CGVEX vs CWGCX
CGVEX vs CWGCX Comparison
Open Charts CGVEX vs CWGCX
American Funds Global Insight 529-E
Price$27.29
Change-$0.20 (-0.73%)
VolumeN/A
Net Assets18.49B
American Funds Capital World Gr&Inc C
Price$73.46
Change-$0.51 (-0.69%)
VolumeN/A
Net Assets140.58B
CGVEX vs CWGCX Comparison Chart in %
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CGVEX vs. CWGCX commentary
Sep 26, 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 Buy and CWGCX is a Hold.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 141B vs. CGVEX (18.5B). CWGCX pays higher dividends than CGVEX: CWGCX (0.82) vs CGVEX (0.61). 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 : 14.33 vs. CWGCX (9.51). CGVEX return over 5 years is better than : 65.44 vs. CWGCX (50.15).
| 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 | 17.124 | 17.727 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.5B | 141B | 13% |
| Annual Yield % from dividends | 0.61 | 0.82 | 74% |
| Returns for 1 year | 14.33 | 9.51 | 151% |
| Returns for 3 years | 70.05 | 65.29 | 107% |
| Returns for 5 years | 65.44 | 50.15 | 130% |
| Returns for 10 years | N/A | 83.97 | - |
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