Ad is loading...
CGVEX vs CWGFX
CGVEX vs CWGFX Comparison
Open Charts CGVEX vs CWGFX
American Funds Global Insight 529-E
Price$22.66
Change+$0.03 (+0.13%)
VolumeN/A
Net Assets14.89B
American Funds Capital World Gr&Inc F1
Price$60.83
Change+$0.11 (+0.18%)
VolumeN/A
Net Assets117.17B
CGVEX vs CWGFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CGVEX vs. CWGFX commentary
Apr 18, 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: 117B vs. CGVEX (14.9B). CWGFX pays higher dividends than CGVEX: CWGFX (1.59) vs CGVEX (0.69). CGVEX was incepted earlier than CWGFX: CGVEX (5 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 : 4.89 vs. CWGFX (-0.97). CGVEX return over 5 years is better than : 56.32 vs. CWGFX (43.42).
| CGVEX | CWGFX | CGVEX / CWGFX | |
| Total Expense Ratio | 1.07 | 0.80 | 134% |
| Annual Report Gross Expense Ratio | 1.07 | 0.80 | 134% |
| Fund Existence | 5 years | 24 years | - |
| Gain YTD | -2.747 | -3.744 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.9B | 117B | 13% |
| Annual Yield % from dividends | 0.69 | 1.59 | 44% |
| Returns for 1 year | 4.89 | -0.97 | -505% |
| Returns for 3 years | 17.19 | 10.84 | 159% |
| Returns for 5 years | 56.32 | 43.42 | 130% |
| Returns for 10 years | N/A | 32.63 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...