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CGVEX vs WGIFX
CGVEX vs WGIFX Comparison
Open Charts CGVEX vs WGIFX
American Funds Global Insight 529-E
Price$26.91
Change+$0.17 (+0.64%)
VolumeN/A
Net Assets18.05B
American Funds Capital World Gr&Inc F2
Price$72.82
Change+$0.53 (+0.73%)
VolumeN/A
Net Assets136.94B
CGVEX vs WGIFX Comparison Chart in %
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CGVEX vs. WGIFX commentary
Sep 07, 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 Buy and WGIFX is a Buy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 137B vs. CGVEX (18.1B). WGIFX pays higher dividends than CGVEX: WGIFX (1.64) vs CGVEX (0.61). CGVEX was incepted earlier than WGIFX: CGVEX (6 years) vs WGIFX (17 years). CGVEX (1.07) is less costly to investors than WGIFX (0.52). WGIFX is a more actively managed with annual turnover of: 27.00 vs. CGVEX (21.00). CGVEX (250) and WGIFX (250) have matching initial minimum investment requirements. CGVEX annual gain was more profitable for investors over the last year : 15.78 vs. WGIFX (13.44). CGVEX return over 5 years is better than : 59.95 vs. WGIFX (48.42).
| CGVEX | WGIFX | CGVEX / WGIFX | |
| Total Expense Ratio | 1.07 | 0.52 | 206% |
| Annual Report Gross Expense Ratio | 1.07 | 0.52 | 206% |
| Fund Existence | 6 years | 17 years | - |
| Gain YTD | 15.494 | 16.367 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.1B | 137B | 13% |
| Annual Yield % from dividends | 0.61 | 1.64 | 37% |
| Returns for 1 year | 15.78 | 13.44 | 117% |
| Returns for 3 years | 56.73 | 55.06 | 103% |
| Returns for 5 years | 59.95 | 48.42 | 124% |
| Returns for 10 years | N/A | 77.16 | - |
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