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CGVEX vs CWICX
CGVEX vs CWICX Comparison
Open Charts CGVEX vs CWICX
American Funds Global Insight 529-E
Price$23.65
Change-$0.58 (-2.39%)
VolumeN/A
Net Assets15.76B
American Funds Capital World Gr&Inc 529C
Price$63.33
Change-$1.63 (-2.51%)
VolumeN/A
Net Assets126.53B
CGVEX vs CWICX Comparison Chart
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CGVEX vs. CWICX commentary
Mar 11, 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 CWICX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 127B vs. CGVEX (15.8B). CWICX pays higher dividends than CGVEX: CWICX (0.84) vs CGVEX (0.67). CGVEX was incepted earlier than CWICX: CGVEX (5 years) vs CWICX (23 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 : 8.08 vs. CWICX (2.50). CGVEX return over 5 years is better than : 59.60 vs. CWICX (43.52).
| CGVEX | CWICX | CGVEX / CWICX | |
| Total Expense Ratio | 1.07 | 1.53 | 70% |
| Annual Report Gross Expense Ratio | 1.07 | 1.53 | 70% |
| Fund Existence | 5 years | 23 years | - |
| Gain YTD | 3.991 | 2.866 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.8B | 127B | 12% |
| Annual Yield % from dividends | 0.67 | 0.84 | 79% |
| Returns for 1 year | 8.08 | 2.50 | 323% |
| Returns for 3 years | 32.18 | 23.86 | 135% |
| Returns for 5 years | 59.60 | 43.52 | 137% |
| Returns for 10 years | N/A | 57.03 | - |
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