Ad is loading...
CGVEX vs CWICX
CGVEX vs CWICX Comparison
Open Charts CGVEX vs CWICX
American Funds Global Insight 529-E
Price$24.33
Change+$0.06 (+0.25%)
VolumeN/A
Net Assets15.92B
American Funds Capital World Gr&Inc 529C
Price$64.69
Change+$0.12 (+0.19%)
VolumeN/A
Net Assets124.97B
CGVEX vs CWICX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CGVEX vs. CWICX commentary
May 12, 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 Buy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 125B vs. CGVEX (15.9B). CWICX pays higher dividends than CGVEX: CWICX (0.86) vs CGVEX (0.68). CGVEX was incepted earlier than CWICX: CGVEX (6 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 : 8.00 vs. CWICX (1.42). CGVEX return over 5 years is better than : 64.55 vs. CWICX (49.70).
| 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 | 23 years | - |
| Gain YTD | 4.421 | 2.560 | 173% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.9B | 125B | 13% |
| Annual Yield % from dividends | 0.68 | 0.86 | 79% |
| Returns for 1 year | 8.00 | 1.42 | 562% |
| Returns for 3 years | 37.79 | 29.53 | 128% |
| Returns for 5 years | 64.55 | 49.70 | 130% |
| Returns for 10 years | N/A | 49.95 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...