CGEZX vs ANWPX

Both ANWPX and CGEZX are mutual funds. ANWPX has a lower 5-year return than CGEZX (19.49% vs 23.17%). ANWPX has a lower expense ratio than CGEZX (0.75% vs 1.03%). Below is the comparison between ANWPX and CGEZX.

ANWPX CGEZX
Security Type Mutual fund Mutual fund
Segment International Equity: World Large Stock International Equity: World Large Stock
Family American Funds Columbia Threadneedle
Net Assets $69.12B $172.90M
Expense Ratio 0.75% 1.03%
Management Style active active
Dividend Yield 0.11% 0.00%
Minimum Investment $1,000.00 N/A
YTD Return 15.29% 26.38%
1-Year Return 1.51% 6.98%
3-Year Return 24.42% 28.37%
5-Year Return 19.49% 23.17%
10-Year Return 15.87% 15.83%

ANWPX description

The Fund seeks long-term growth of capital with future income as a secondary objective. The Fund seeks to take advantage of investment opportunities generated by changes in international trade patterns and economic and political relationships by investing in common stocks of companies located around the world.

ANWPX performance & returns

YTD Return 15.29%
1-Month Return -1.46%
3-Month Return 1.51%
1-Year Return 1.51%
3-Year Return 24.42%
5-Year Return 19.49%
10-Year Return 15.87%
ANWPX expense ratio is 0.75%.

ANWPX holdings

Top 10 Holdings (29.14% of Total Assets)

Name Symbol % Assets
Tesla Inc TSLA 6.51%
Capital Group Central Cash Fund N/A 4.27%
Amazon.com Inc AMZN 3.41%
Facebook Inc A FB 3.27%
Microsoft Corp MSFT 3.00%
Taiwan Semiconductor Manufacturing Co Ltd 2330.TW 2.81%
Mastercard Inc A MA 1.84%
Netflix Inc NFLX 1.57%
ASML Holding NV ASML 1.27%
PayPal Holdings Inc PYPL 1.19%

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CGEZX description

The Fund seeks to provide shareholders with above average long-term capital growth. Under normal market conditions, at least 80% of the Fund's net assets will be invested in equity securities, including companies located in developed and emerging countries.

CGEZX performance & returns

YTD Return 26.38%
1-Month Return 5.42%
3-Month Return 6.98%
1-Year Return 6.98%
3-Year Return 28.37%
5-Year Return 23.17%
10-Year Return 15.83%
CGEZX expense ratio is 1.03%.

CGEZX holdings

Top 10 Holdings (45.66% of Total Assets)

Name Symbol % Assets
Microsoft Corp MSFT 7.66%
Amazon.com Inc AMZN 7.29%
Mastercard Inc A MA 4.92%
Alphabet Inc A GOOGL 4.69%
Adobe Inc ADBE 4.08%
Fidelity National Information Services Inc FIS 3.97%
Thermo Fisher Scientific Inc TMO 3.77%
Novo Nordisk A/S B NOVO B 3.24%
Abbott Laboratories ABT 3.22%
NVIDIA Corp NVDA 2.82%

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