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CEVZX vs CWGIX

Both CEVZX and CWGIX are mutual funds. CEVZX has a lower 5-year return than CWGIX (12.51% vs 13.47%). CEVZX has a higher expense ratio than CWGIX (0.9% vs 0.77%). Below is the comparison between CEVZX and CWGIX.

CEVZX CWGIX
Security Type Mutual fund Mutual fund
Segment International Equity: World Large Stock International Equity: World Large Stock
Family Columbia Threadneedle American Funds
Net Assets $165.20M $62.18B
Expense Ratio 0.90% 0.77%
Management Style active active
Dividend Yield 1.50% 1.12%
Minimum Investment N/A $1,000.00
YTD Return 16.59% 10.80%
1-Year Return 8.09% 5.91%
3-Year Return 10.87% 11.54%
5-Year Return 12.51% 13.47%
10-Year Return 9.84% 10.06%

CEVZX description

The Fund seeks long-term capital appreciation and income. The Fund will invest primarily in equity securities that provide income, offer the opportunity for long-term capital appreciation, or both.

CEVZX performance & returns

YTD Return 16.59%
1-Month Return 1.04%
3-Month Return 8.09%
1-Year Return 8.09%
3-Year Return 10.87%
5-Year Return 12.51%
10-Year Return 9.84%
CEVZX expense ratio is 0.9%.

CEVZX holdings

Top 10 Holdings (21.95% of Total Assets)

Name Symbol % Assets
JPMorgan Chase & Co JPM 3.20%
Johnson & Johnson JNJ 3.08%
ITOCHU Corp 8001 2.16%
The Home Depot Inc HD 2.15%
Bank of America Corp BAC 2.02%
Target Corp TGT 2.00%
Mondelez International Inc Class A MDLZ 1.87%
Philip Morris International Inc PM 1.84%
Broadcom Inc AVGO 1.82%
Norfolk Southern Corp NSC 1.81%

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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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