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CGVYX vs CWGFX
CGVYX vs CWGFX Comparison
Open Charts CGVYX vs CWGFX
American Funds Global Insight 529-A
Price$22.48
Change+$1.30 (+6.14%)
VolumeN/A
Net Assets13.88B
American Funds Capital World Gr&Inc F1
Price$60.57
Change+$3.90 (+6.88%)
VolumeN/A
Net Assets109.46B
CGVYX vs CWGFX Comparison Chart
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CGVYX vs. CWGFX commentary
Apr 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 CGVYX is a StrongBuy and CWGFX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 109B vs. CGVYX (13.9B). CWGFX pays higher dividends than CGVYX: CWGFX (1.59) vs CGVYX (0.93). CGVYX was incepted earlier than CWGFX: CGVYX (5 years) vs CWGFX (24 years). CGVYX (0.81) and CWGFX (0.80) have similar cost to investors . CWGFX is a more actively managed with annual turnover of: 27.00 vs. CGVYX (21.00). CGVYX (250) and CWGFX (250) have matching initial minimum investment requirements. CGVYX annual gain was more profitable for investors over the last year : -4.93 vs. CWGFX (-10.91). CGVYX return over 5 years is better than : 52.02 vs. CWGFX (37.20).
| CGVYX | CWGFX | CGVYX / CWGFX | |
| Total Expense Ratio | 0.81 | 0.80 | 101% |
| Annual Report Gross Expense Ratio | 0.81 | 0.80 | 101% |
| Fund Existence | 5 years | 24 years | - |
| Gain YTD | -9.099 | -10.327 | 88% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.9B | 109B | 13% |
| Annual Yield % from dividends | 0.93 | 1.59 | 58% |
| Returns for 1 year | -4.93 | -10.91 | 45% |
| Returns for 3 years | 8.07 | 1.33 | 608% |
| Returns for 5 years | 52.02 | 37.20 | 140% |
| Returns for 10 years | N/A | 23.45 | - |
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