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CGVEX vs CWGFX
CGVEX vs CWGFX Comparison
Open Charts CGVEX vs CWGFX
American Funds Global Insight 529-E
Price$24.33
Change+$0.06 (+0.25%)
VolumeN/A
Net Assets15.92B
American Funds Capital World Gr&Inc F1
Price$64.97
Change+$0.12 (+0.19%)
VolumeN/A
Net Assets124.97B
CGVEX vs CWGFX Comparison Chart
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CGVEX vs. CWGFX commentary
May 12, 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 CWGFX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 125B vs. CGVEX (15.9B). CWGFX pays higher dividends than CGVEX: CWGFX (1.58) vs CGVEX (0.68). CGVEX was incepted earlier than CWGFX: CGVEX (6 years) vs CWGFX (24 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 : 8.00 vs. CWGFX (2.15). CGVEX return over 5 years is better than : 64.55 vs. CWGFX (50.78).
| 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 | 24 years | - |
| Gain YTD | 4.421 | 2.807 | 157% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.9B | 125B | 13% |
| Annual Yield % from dividends | 0.68 | 1.58 | 43% |
| Returns for 1 year | 8.00 | 2.15 | 371% |
| Returns for 3 years | 37.79 | 30.30 | 125% |
| Returns for 5 years | 64.55 | 50.78 | 127% |
| Returns for 10 years | N/A | 41.62 | - |
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