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CGVFX vs CWGCX
CGVFX vs CWGCX Comparison
Open Charts CGVFX vs CWGCX
American Funds Global Insight 529-F-1
Price$23.64
Change-$0.11 (-0.46%)
VolumeN/A
Net Assets15.38B
American Funds Capital World Gr&Inc C
Price$62.74
Change-$0.18 (-0.29%)
VolumeN/A
Net Assets122.79B
CGVFX vs CWGCX Comparison Chart
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CGVFX vs. CWGCX commentary
Mar 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 CGVFX is a StrongBuy and CWGCX is a Hold.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 123B vs. CGVFX (15.4B). CGVFX pays higher dividends than CWGCX: CGVFX (1.06) vs CWGCX (0.90). CGVFX was incepted earlier than CWGCX: CGVFX (5 years) vs CWGCX (24 years). CWGCX (1.49) is less costly to investors than CGVFX (0.88). CWGCX is a more actively managed with annual turnover of: 27.00 vs. CGVFX (21.00). CGVFX (250) and CWGCX (250) have matching initial minimum investment requirements. CGVFX annual gain was more profitable for investors over the last year : 6.05 vs. CWGCX (0.79). CGVFX return over 5 years is better than : 88.18 vs. CWGCX (65.07).
| CGVFX | CWGCX | CGVFX / CWGCX | |
| Total Expense Ratio | 0.88 | 1.49 | 59% |
| Annual Report Gross Expense Ratio | 0.88 | 1.49 | 59% |
| Fund Existence | 5 years | 24 years | - |
| Gain YTD | 1.112 | 0.125 | 889% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.4B | 123B | 13% |
| Annual Yield % from dividends | 1.06 | 0.90 | 117% |
| Returns for 1 year | 6.05 | 0.79 | 768% |
| Returns for 3 years | 28.13 | 17.76 | 158% |
| Returns for 5 years | 88.18 | 65.07 | 135% |
| Returns for 10 years | N/A | 40.66 | - |