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CGVFX vs CWICX
CGVFX vs CWICX Comparison
Open Charts CGVFX vs CWICX
American Funds Global Insight 529-F-1
Price$22.99
Change+$0.07 (+0.31%)
VolumeN/A
Net Assets15B
American Funds Capital World Gr&Inc 529C
Price$61.19
Change+$0.18 (+0.30%)
VolumeN/A
Net Assets118.23B
CGVFX vs CWICX Comparison Chart
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CGVFX vs. CWICX commentary
Apr 16, 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 CWICX is a Buy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 118B vs. CGVFX (15B). CGVFX pays higher dividends than CWICX: CGVFX (1.10) vs CWICX (0.87). CGVFX was incepted earlier than CWICX: CGVFX (5 years) vs CWICX (23 years). CWICX (1.53) is less costly to investors than CGVFX (0.88). CWICX is a more actively managed with annual turnover of: 27.00 vs. CGVFX (21.00). CGVFX (250) and CWICX (250) have matching initial minimum investment requirements. CGVFX annual gain was more profitable for investors over the last year : 4.82 vs. CWICX (-2.47). CGVFX return over 5 years is better than : 65.54 vs. CWICX (47.41).
| CGVFX | CWICX | CGVFX / CWICX | |
| Total Expense Ratio | 0.88 | 1.53 | 58% |
| Annual Report Gross Expense Ratio | 0.88 | 1.53 | 58% |
| Fund Existence | 5 years | 23 years | - |
| Gain YTD | -1.967 | -3.274 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15B | 118B | 13% |
| Annual Yield % from dividends | 1.10 | 0.87 | 126% |
| Returns for 1 year | 4.82 | -2.47 | -195% |
| Returns for 3 years | 19.01 | 10.56 | 180% |
| Returns for 5 years | 65.54 | 47.41 | 138% |
| Returns for 10 years | N/A | 41.92 | - |
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