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CGVEX vs CWGCX
CGVEX vs CWGCX Comparison
Open Charts CGVEX vs CWGCX
American Funds Global Insight 529-E
Price$28.90
Change+$0.94 (+3.36%)
VolumeN/A
Net Assets19.37B
American Funds Capital World Gr&Inc C
Price$73.92
Change-$1.14 (-1.52%)
VolumeN/A
Net Assets142.37B
CGVEX vs CWGCX Comparison Chart in %
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CGVEX vs. CWGCX commentary
Feb 05, 2026
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 CWGCX is a Buy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 142B vs. CGVEX (19.4B). CWGCX pays higher dividends than CGVEX: CWGCX (0.84) vs CGVEX (0.73). CGVEX was incepted earlier than CWGCX: CGVEX (6 years) vs CWGCX (25 years). CWGCX (1.49) is less costly to investors than CGVEX (1.08). CGVEX is a more actively managed with annual turnover of: 35.00 vs. CWGCX (27.00). CGVEX (250) and CWGCX (250) have matching initial minimum investment requirements. CGVEX annual gain was more profitable for investors over the last year : 21.22 vs. CWGCX (15.29). CGVEX return over 5 years is better than : 51.52 vs. CWGCX (26.77).
| CGVEX | CWGCX | CGVEX / CWGCX | |
| Total Expense Ratio | 1.08 | 1.49 | 72% |
| Annual Report Gross Expense Ratio | 1.08 | 1.49 | 72% |
| Fund Existence | 6 years | 25 years | - |
| Gain YTD | 2.301 | 4.866 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.4B | 142B | 14% |
| Annual Yield % from dividends | 0.73 | 0.84 | 87% |
| Returns for 1 year | 21.22 | 15.29 | 139% |
| Returns for 3 years | 51.45 | 39.90 | 129% |
| Returns for 5 years | 51.52 | 26.77 | 192% |
| Returns for 10 years | N/A | 93.96 | - |
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