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CGVEX vs CWGFX
CGVEX vs CWGFX Comparison
Open Charts CGVEX vs CWGFX
American Funds Global Insight 529-E
Price$26.44
Change-$0.03 (-0.11%)
VolumeN/A
Net Assets17.47B
American Funds Capital World Gr&Inc F1
Price$71.57
Change+$0.09 (+0.13%)
VolumeN/A
Net Assets136.1B
CGVEX vs CWGFX Comparison Chart in %
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CGVEX vs. CWGFX commentary
Jul 20, 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: 136B vs. CGVEX (17.5B). 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 : 15.03 vs. CWGFX (9.95). CGVEX return over 5 years is better than : 61.33 vs. CWGFX (49.14).
| 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 | 13.476 | 13.808 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.5B | 136B | 13% |
| Annual Yield % from dividends | 0.62 | 1.42 | 43% |
| Returns for 1 year | 15.03 | 9.95 | 151% |
| Returns for 3 years | 49.33 | 48.90 | 101% |
| Returns for 5 years | 61.33 | 49.14 | 125% |
| Returns for 10 years | N/A | 58.71 | - |
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