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CGEZX vs VTWIX

Both CGEZX and VTWIX are mutual funds. CGEZX has a higher 5-year return than VTWIX (20.81% vs 14.4%). CGEZX has a higher expense ratio than VTWIX (1.03% vs 0.08%). Below is the comparison between CGEZX and VTWIX.

CGEZX VTWIX
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 $4.11B
Expense Ratio 1.03% 0.08%
Management Style active passive (index-based)
Dividend Yield 0.00% 1.61%
Minimum Investment N/A $5,000,000.00
YTD Return 21.92% 14.30%
1-Year Return 8.28% 2.28%
3-Year Return 23.76% 14.17%
5-Year Return 20.81% 14.40%
10-Year Return 15.02% 11.75%

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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VTWIX description

The Fund seeks to track the performance of a benchmark index that measures the investment return of stocks of companies located in developed and emerging markets around the world. The Fund employs an indexing investment approach to track the performance of the FTSE Global All Cap Index and attempts to sample the index.

VTWIX performance & returns

YTD Return 14.30%
1-Month Return 0.50%
3-Month Return 2.28%
1-Year Return 2.28%
3-Year Return 14.17%
5-Year Return 14.40%
10-Year Return 11.75%
VTWIX expense ratio is 0.08%.

VTWIX holdings

Top 10 Holdings (13.71% of Total Assets)

Name Symbol % Assets
Apple Inc AAPL 3.24%
Microsoft Corp MSFT 2.73%
Amazon.com Inc AMZN 2.31%
Facebook Inc A FB 1.09%
Alibaba Group Holding Ltd ADR BABA 0.89%
Alphabet Inc A GOOGL 0.76%
Alphabet Inc Class C GOOG 0.75%
Johnson & Johnson JNJ 0.68%
Tencent Holdings Ltd 00700 0.67%
Procter & Gamble Co PG 0.59%

Other relevant VTWIX comparisons

You may also want to check out the following VTWIX comparisons that investors often look for on Finny

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You can check out all comparisons Finny users have looked for here. Feel free to the browse the list and view the comparisons that are of an interest to you.
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