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CGVEX vs CWGFX
CGVEX vs CWGFX Comparison
Open Charts CGVEX vs CWGFX
American Funds Global Insight 529-E
Price$26.71
Change+$0.09 (+0.34%)
VolumeN/A
Net Assets17.86B
American Funds Capital World Gr&Inc F1
Price$71.71
Change+$0.36 (+0.50%)
VolumeN/A
Net Assets136.03B
CGVEX vs CWGFX Comparison Chart in %
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CGVEX vs. CWGFX commentary
Aug 11, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 136B vs. CGVEX (17.9B). CWGFX pays higher dividends than CGVEX: CWGFX (1.42) vs CGVEX (0.62). 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 : 18.31 vs. CWGFX (14.31). CGVEX return over 5 years is better than : 60.70 vs. CWGFX (46.80).
| 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 | 14.635 | 14.031 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.9B | 136B | 13% |
| Annual Yield % from dividends | 0.62 | 1.42 | 43% |
| Returns for 1 year | 18.31 | 14.31 | 128% |
| Returns for 3 years | 46.96 | 44.10 | 106% |
| Returns for 5 years | 60.70 | 46.80 | 130% |
| Returns for 10 years | N/A | 61.01 | - |
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