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CGVEX
Price
$23.56
Change
-$0.25 (-1.05%)
Updated
Nov 15 closing price
CWGFX
Price
$67.04
Change
-$0.72 (-1.06%)
Updated
Nov 15 closing price
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CGVEX vs CWGFX

Header iconCGVEX vs CWGFX Comparison
Open Charts CGVEX vs CWGFXBanner chart's image
American Funds Global Insight 529-E
Price$23.56
Change-$0.25 (-1.05%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc F1
Price$67.04
Change-$0.72 (-1.06%)
VolumeN/A
CapitalizationN/A
CGVEX vs CWGFX Comparison Chart
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CGVEX vs. CWGFX commentary
Nov 18, 2024

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 Sell.

FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 125B vs. CGVEX (14.8B). 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. CWGFX annual gain was more profitable for investors over the last year : 19.02 vs. CGVEX (17.10). CGVEX return over 5 years is better than : 46.22 vs. CWGFX (38.62).
CGVEXCWGFXCGVEX / CWGFX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence5 years24 years-
Gain YTD10.30013.04479%
Front LoadN/AN/A-
Min. Initial Investment250250100%
Min. Initial Investment IRAN/AN/A-
Net Assets14.8B125B12%
Annual Yield % from dividends0.811.6450%
Returns for 1 year17.1019.0290%
Returns for 3 years9.943.12319%
Returns for 5 years46.2238.62120%
Returns for 10 yearsN/A49.28-
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