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CGEZX vs VHGEX

Both CGEZX and VHGEX are mutual funds. CGEZX has a higher 5-year return than VHGEX (20.81% vs 16.27%). CGEZX has a higher expense ratio than VHGEX (1.03% vs 0.45%). Below is the comparison between CGEZX and VHGEX.

CGEZX VHGEX
Security Type Mutual fund Mutual fund
Segment International Equity: World Large Stock International Equity: World Large Stock
Family Columbia Threadneedle Vanguard
Net Assets $166.50M $9.24B
Expense Ratio 1.03% 0.45%
Management Style active active
Dividend Yield 0.00% 0.59%
Minimum Investment N/A $3,000.00
YTD Return 21.92% 13.44%
1-Year Return 8.28% 1.78%
3-Year Return 23.76% 16.38%
5-Year Return 20.81% 16.27%
10-Year Return 15.02% 13.23%

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 21.92%
1-Month Return 2.66%
3-Month Return 8.28%
1-Year Return 8.28%
3-Year Return 23.76%
5-Year Return 20.81%
10-Year Return 15.02%
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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VHGEX description

The Fund seeks to provide long-term capital appreciation. The Fund invests primarily in U.S. and foreign stocks chosen mainly on the basis of bottom-up stock analysis.

VHGEX performance & returns

YTD Return 13.44%
1-Month Return 0.73%
3-Month Return 1.78%
1-Year Return 1.78%
3-Year Return 16.38%
5-Year Return 16.27%
10-Year Return 13.23%
VHGEX expense ratio is 0.45%.

VHGEX holdings

Top 10 Holdings (18.55% of Total Assets)

Name Symbol % Assets
Vanguard Market Liquidity Inv N/A 3.95%
Amazon.com Inc AMZN 2.87%
Alphabet Inc Class C GOOG 2.06%
Naspers Ltd Class N NPN.JO 1.83%
Facebook Inc A FB 1.62%
Moody's Corporation MCO 1.42%
Microsoft Corp MSFT 1.24%
Anthem Inc ANTM 1.24%
Mastercard Inc A MA 1.16%
Alibaba Group Holding Ltd ADR BABA 1.16%

Other relevant VHGEX comparisons

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