CAMGX vs CWGIX

Both CAMGX and CWGIX are mutual funds. CAMGX has a lower 5-year return than CWGIX (10.3% vs 13.03%). CAMGX has a higher expense ratio than CWGIX (0.88% vs 0.77%). Below is the comparison between CAMGX and CWGIX.

CAMGX CWGIX
Security Type Mutual fund Mutual fund
Segment International Equity: World Large Stock International Equity: World Large Stock
Family Cambiar Funds American Funds
Net Assets $9.90M $59.98B
Expense Ratio 0.88% 0.77%
Management Style active active
Dividend Yield 0.37% 1.39%
Minimum Investment $3,000.00 $1,000.00
YTD Return 11.74% 12.85%
1-Year Return 0.53% 2.36%
3-Year Return 13.23% 15.31%
5-Year Return 10.30% 13.03%
10-Year Return N/A 11.25%

CAMGX description

The Fund seeks long-term capital appreciation. The Fund invests at least 80% of its net assets in equity securities of companies located throughout the world and in any market capitalization. The Fund may invest up to 25% of its assets in securities of companies in "emerging market" countries.

CAMGX performance & returns

YTD Return 11.74%
1-Month Return 1.41%
3-Month Return 0.53%
1-Year Return 0.53%
3-Year Return 13.23%
5-Year Return 10.30%
10-Year Return N/A
CAMGX expense ratio is 0.88%.

CAMGX holdings

Top 10 Holdings (25.43% of Total Assets)

Name Symbol % Assets
Alibaba Group Holding Ltd ADR BABA 2.74%
Motorola Solutions Inc MSI 2.64%
Amazon.com Inc AMZN 2.62%
Visa Inc Class A V 2.60%
Colgate-Palmolive Co CL 2.59%
Alphabet Inc A GOOGL 2.52%
VMware Inc VMW 2.51%
Prosus NV ADR PROSY 2.51%
Sysco Corp SYY 2.37%
Merck KGaA ADR MKKGY.DE 2.33%

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CWGIX description

The Fund seeks long-term growth of capital while providing current income. The Fund invests primarily in stocks of well-established companies located around the world and that the investment adviser believes to be relatively resilient to market declines.

CWGIX performance & returns

YTD Return 12.85%
1-Month Return 2.03%
3-Month Return 2.36%
1-Year Return 2.36%
3-Year Return 15.31%
5-Year Return 13.03%
10-Year Return 11.25%
CWGIX expense ratio is 0.77%.

CWGIX holdings

Top 10 Holdings (21.67% of Total Assets)

Name Symbol % Assets
Microsoft Corp MSFT 3.45%
Broadcom Inc AVGO 3.40%
Taiwan Semiconductor Manufacturing Co Ltd 2330.TW 2.46%
Netflix Inc NFLX 2.45%
Amazon.com Inc AMZN 1.85%
Facebook Inc A FB 1.73%
Abbott Laboratories ABT 1.62%
Nestle SA NESN 1.58%
UnitedHealth Group Inc UNH 1.57%
Ocado Group PLC OCDO.L 1.56%

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