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CGVYX vs WGIFX
CGVYX vs WGIFX Comparison
Open Charts CGVYX vs WGIFX
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 F2
Price$59.65
Change-$0.99 (-1.63%)
VolumeN/A
Net Assets116.98B
CGVYX vs WGIFX Comparison Chart
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CGVYX vs. WGIFX 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 WGIFX is a Buy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 117B vs. CGVYX (13.9B). WGIFX pays higher dividends than CGVYX: WGIFX (1.87) vs CGVYX (0.93). CGVYX was incepted earlier than WGIFX: CGVYX (5 years) vs WGIFX (17 years). CGVYX (0.81) is less costly to investors than WGIFX (0.52). WGIFX is a more actively managed with annual turnover of: 27.00 vs. CGVYX (21.00). CGVYX (250) and WGIFX (250) have matching initial minimum investment requirements. CGVYX annual gain was more profitable for investors over the last year : -4.93 vs. WGIFX (-10.66). CGVYX return over 5 years is better than : 52.02 vs. WGIFX (38.49).
| CGVYX | WGIFX | CGVYX / WGIFX | |
| Total Expense Ratio | 0.81 | 0.52 | 156% |
| Annual Report Gross Expense Ratio | 0.81 | 0.52 | 156% |
| Fund Existence | 5 years | 17 years | - |
| Gain YTD | -9.099 | -10.268 | 89% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.9B | 117B | 12% |
| Annual Yield % from dividends | 0.93 | 1.87 | 50% |
| Returns for 1 year | -4.93 | -10.66 | 46% |
| Returns for 3 years | 8.07 | 1.99 | 405% |
| Returns for 5 years | 52.02 | 38.49 | 135% |
| Returns for 10 years | N/A | 24.60 | - |
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