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AGVDX vs CWGCX
AGVDX vs CWGCX Comparison
Open Charts AGVDX vs CWGCX
American Funds Global Insight C
Price$22.73
Change-$0.74 (-3.15%)
VolumeN/A
Net Assets15.5B
American Funds Capital World Gr&Inc C
Price$60.90
Change-$2.20 (-3.49%)
VolumeN/A
Net Assets123.19B
AGVDX vs CWGCX Comparison Chart
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AGVDX vs. CWGCX commentary
Apr 04, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is AGVDX is a StrongBuy and CWGCX is a Buy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 123B vs. AGVDX (15.5B). CWGCX pays higher dividends than AGVDX: CWGCX (0.93) vs AGVDX (0.19). AGVDX was incepted earlier than CWGCX: AGVDX (5 years) vs CWGCX (24 years). AGVDX (1.56) and CWGCX (1.49) have similar cost to investors . CWGCX is a more actively managed with annual turnover of: 27.00 vs. AGVDX (21.00). AGVDX (250) and CWGCX (250) have matching initial minimum investment requirements. AGVDX annual gain was more profitable for investors over the last year : 5.49 vs. CWGCX (0.08). AGVDX return over 5 years is better than : 77.40 vs. CWGCX (64.18).
| AGVDX | CWGCX | AGVDX / CWGCX | |
| Total Expense Ratio | 1.56 | 1.49 | 105% |
| Annual Report Gross Expense Ratio | 1.56 | 1.49 | 105% |
| Fund Existence | 5 years | 24 years | - |
| Gain YTD | 1.382 | 0.700 | 198% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.5B | 123B | 13% |
| Annual Yield % from dividends | 0.19 | 0.93 | 21% |
| Returns for 1 year | 5.49 | 0.08 | 7,194% |
| Returns for 3 years | 16.56 | 10.58 | 156% |
| Returns for 5 years | 77.40 | 64.18 | 121% |
| Returns for 10 years | N/A | 38.58 | - |