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CGVEX vs CWGIX
CGVEX vs CWGIX Comparison
Open Charts CGVEX vs CWGIX
American Funds Global Insight 529-E
Price$27.45
Change+$0.16 (+0.59%)
VolumeN/A
Net Assets18.36B
American Funds Capital World Gr&Inc A
Price$74.74
Change+$0.31 (+0.42%)
VolumeN/A
Net Assets139.59B
CGVEX vs CWGIX Comparison Chart in %
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CGVEX vs. CWGIX commentary
Sep 27, 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 CGVEX is a Hold and CWGIX is a Hold.
FUNDAMENTALS
Fundamentals
CWGIX has more cash in the bank: 140B vs. CGVEX (18.4B). CWGIX pays higher dividends than CGVEX: CWGIX (1.45) vs CGVEX (0.61). CGVEX was incepted earlier than CWGIX: CGVEX (6 years) vs CWGIX (33 years). CGVEX (1.07) is less costly to investors than CWGIX (0.74). CWGIX is a more actively managed with annual turnover of: 27.00 vs. CGVEX (21.00). CGVEX (250) and CWGIX (250) have matching initial minimum investment requirements. CGVEX annual gain was more profitable for investors over the last year : 12.83 vs. CWGIX (9.00). CGVEX return over 5 years is better than : 65.44 vs. CWGIX (54.64).
| CGVEX | CWGIX | CGVEX / CWGIX | |
| Total Expense Ratio | 1.07 | 0.74 | 145% |
| Annual Report Gross Expense Ratio | 1.07 | 0.74 | 145% |
| Fund Existence | 6 years | 33 years | - |
| Gain YTD | 17.124 | 18.375 | 93% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.4B | 140B | 13% |
| Annual Yield % from dividends | 0.61 | 1.45 | 42% |
| Returns for 1 year | 12.83 | 9.00 | 143% |
| Returns for 3 years | 70.68 | 69.24 | 102% |
| Returns for 5 years | 65.44 | 54.64 | 120% |
| Returns for 10 years | N/A | 89.69 | - |
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