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CGVEX vs CWGFX
CGVEX vs CWGFX Comparison
Open Charts CGVEX vs CWGFX
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 F1
Price$74.21
Change-$0.51 (-0.68%)
VolumeN/A
Net Assets140.58B
CGVEX vs CWGFX Comparison Chart in %
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CGVEX vs. CWGFX 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 CWGFX is a Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 141B vs. CGVEX (18.5B). CWGFX pays higher dividends than CGVEX: CWGFX (1.39) vs CGVEX (0.61). CGVEX was incepted earlier than CWGFX: CGVEX (6 years) vs CWGFX (25 years). CGVEX (1.07) is less costly to investors than CWGFX (0.80). CWGFX is a more actively managed with annual turnover of: 27.00 vs. CGVEX (21.00). CGVEX (250) and CWGFX (250) have matching initial minimum investment requirements. CGVEX annual gain was more profitable for investors over the last year : 14.33 vs. CWGFX (10.32). CGVEX return over 5 years is better than : 65.44 vs. CWGFX (54.24).
| CGVEX | CWGFX | CGVEX / CWGFX | |
| Total Expense Ratio | 1.07 | 0.80 | 134% |
| Annual Report Gross Expense Ratio | 1.07 | 0.80 | 134% |
| Fund Existence | 6 years | 25 years | - |
| Gain YTD | 17.124 | 18.303 | 94% |
| 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 | 1.39 | 43% |
| Returns for 1 year | 14.33 | 10.32 | 139% |
| Returns for 3 years | 70.05 | 68.58 | 102% |
| Returns for 5 years | 65.44 | 54.24 | 121% |
| Returns for 10 years | N/A | 89.07 | - |
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