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CGVEX vs CWGFX
CGVEX vs CWGFX Comparison
Open Charts CGVEX vs CWGFX
American Funds Global Insight 529-E
Price$27.46
Change-$0.28 (-1.01%)
VolumeN/A
Net Assets18.8B
American Funds Capital World Gr&Inc F1
Price$74.52
Change-$0.68 (-0.90%)
VolumeN/A
Net Assets138.65B
CGVEX vs CWGFX Comparison Chart in %
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CGVEX vs. CWGFX commentary
Nov 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 Hold and CWGFX is a Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 139B vs. CGVEX (18.8B). CWGFX pays higher dividends than CGVEX: CWGFX (1.32) vs CGVEX (0.58). CGVEX was incepted earlier than CWGFX: CGVEX (6 years) vs CWGFX (25 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 : 16.90 vs. CWGFX (12.09). CGVEX return over 5 years is better than : 52.87 vs. CWGFX (41.29).
| 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 | 25 years | - |
| Gain YTD | 17.854 | 18.797 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.8B | 139B | 14% |
| Annual Yield % from dividends | 0.58 | 1.32 | 44% |
| Returns for 1 year | 16.90 | 12.09 | 140% |
| Returns for 3 years | 52.07 | 50.45 | 103% |
| Returns for 5 years | 52.87 | 41.29 | 128% |
| Returns for 10 years | N/A | 73.63 | - |
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