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CCGEX vs CWGIX

Both CCGEX and CWGIX are mutual funds. CCGEX has a higher 5-year return than CWGIX (18.12% vs 13.47%). CCGEX has a higher expense ratio than CWGIX (2.15% vs 0.77%). Below is the comparison between CCGEX and CWGIX.

CCGEX CWGIX
Security Type Mutual fund Mutual fund
Segment International Equity: World Large Stock International Equity: World Large Stock
Family Calamos American Funds
Net Assets $1.90M $62.18B
Expense Ratio 2.15% 0.77%
Management Style active active
Dividend Yield 0.00% 1.12%
Minimum Investment $2,500.00 $1,000.00
YTD Return 9.80% 10.80%
1-Year Return 3.58% 5.91%
3-Year Return 17.44% 11.54%
5-Year Return 18.12% 13.47%
10-Year Return 11.06% 10.06%

CCGEX description

The Fund seeks long-term capital growth. The Fund invests at least 80% of its net assets in equity securities, including convertible securities in a globally diversified manner, with at least 40% of its assets in securities of foreign issuers.

CCGEX performance & returns

YTD Return 9.80%
1-Month Return 3.36%
3-Month Return 3.58%
1-Year Return 3.58%
3-Year Return 17.44%
5-Year Return 18.12%
10-Year Return 11.06%
CCGEX expense ratio is 2.15%.

CCGEX holdings

Top 10 Holdings (26.85% of Total Assets)

Name Symbol % Assets
Amazon.com Inc AMZN 4.91%
Alibaba Group Holding Ltd ADR BABA 3.24%
Reliance Industries Ltd RELIANCE.B 2.78%
Tencent Holdings Ltd 00700 2.52%
Keyence Corp 6861 2.44%
Lululemon Athletica Inc LULU 2.42%
Alcon Inc ALC 2.32%
Microsoft Corp MSFT 2.31%
Novo Nordisk A/S ADR NVO 1.96%
Morgan Stanley Instl Lqudty Govt Instl MVRXX 1.95%

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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 10.80%
1-Month Return 2.79%
3-Month Return 5.91%
1-Year Return 5.91%
3-Year Return 11.54%
5-Year Return 13.47%
10-Year Return 10.06%
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%

Other relevant CWGIX comparisons

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Or use Finny Compare Wizard to create a comparison you’d like to see.

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