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CGVEX vs CWGFX
CGVEX vs CWGFX Comparison
Open Charts CGVEX vs CWGFX
American Funds Global Insight 529-E
Price$24.30
Change-$0.28 (-1.14%)
VolumeN/A
Net Assets15.76B
American Funds Capital World Gr&Inc F1
Price$66.11
Change-$0.88 (-1.31%)
VolumeN/A
Net Assets128.43B
CGVEX vs CWGFX Comparison Chart
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CGVEX vs. CWGFX commentary
Feb 23, 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: 128B vs. CGVEX (15.8B). CWGFX pays higher dividends than CGVEX: CWGFX (1.64) vs CGVEX (0.81). CGVEX was incepted earlier than CWGFX: CGVEX (5 years) vs CWGFX (24 years). CWGFX is a more actively managed with annual turnover of: 27.00 vs. CGVEX (23.00). CGVEX (250) and CWGFX (250) have matching initial minimum investment requirements. CGVEX annual gain was more profitable for investors over the last year : 10.15 vs. CWGFX (7.04). CGVEX return over 5 years is better than : 45.95 vs. CWGFX (32.49).
| CGVEX | CWGFX | CGVEX / CWGFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 24 years | - |
| Gain YTD | 4.292 | 4.307 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.8B | 128B | 12% |
| Annual Yield % from dividends | 0.81 | 1.64 | 50% |
| Returns for 1 year | 10.15 | 7.04 | 144% |
| Returns for 3 years | 23.43 | 16.46 | 142% |
| Returns for 5 years | 45.95 | 32.49 | 141% |
| Returns for 10 years | N/A | 44.44 | - |
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