Interact to see
Advertisement
Advertisement
CGVEX vs CWICX
CGVEX vs CWICX Comparison
Open Charts CGVEX vs CWICX
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 529C
Price$74.17
Change-$0.68 (-0.91%)
VolumeN/A
Net Assets139.93B
CGVEX vs CWICX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CGVEX vs. CWICX 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 CWICX is a Hold.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 140B vs. CGVEX (18.8B). CWICX pays higher dividends than CGVEX: CWICX (0.70) vs CGVEX (0.58). CGVEX was incepted earlier than CWICX: CGVEX (6 years) vs CWICX (24 years). CWICX (1.53) is less costly to investors than CGVEX (1.07). CWICX is a more actively managed with annual turnover of: 27.00 vs. CGVEX (21.00). CGVEX (250) and CWICX (250) have matching initial minimum investment requirements. CGVEX annual gain was more profitable for investors over the last year : 16.90 vs. CWICX (11.27). CGVEX return over 5 years is better than : 52.87 vs. CWICX (39.19).
| CGVEX | CWICX | CGVEX / CWICX | |
| Total Expense Ratio | 1.07 | 1.53 | 70% |
| Annual Report Gross Expense Ratio | 1.07 | 1.53 | 70% |
| Fund Existence | 6 years | 24 years | - |
| Gain YTD | 17.854 | 18.044 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.8B | 140B | 13% |
| Annual Yield % from dividends | 0.58 | 0.70 | 83% |
| Returns for 1 year | 16.90 | 11.27 | 150% |
| Returns for 3 years | 52.07 | 48.04 | 108% |
| Returns for 5 years | 52.87 | 39.19 | 135% |
| Returns for 10 years | N/A | 81.62 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement