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AGVDX vs CWGFX
AGVDX vs CWGFX Comparison
Open Charts AGVDX vs CWGFX
American Funds Global Insight C
Price$22.73
Change-$0.74 (-3.15%)
VolumeN/A
Net Assets15.5B
American Funds Capital World Gr&Inc F1
Price$61.51
Change-$2.22 (-3.48%)
VolumeN/A
Net Assets123.19B
AGVDX vs CWGFX Comparison Chart
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AGVDX vs. CWGFX 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 CWGFX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 123B vs. AGVDX (15.5B). CWGFX pays higher dividends than AGVDX: CWGFX (1.59) vs AGVDX (0.19). AGVDX was incepted earlier than CWGFX: AGVDX (5 years) vs CWGFX (24 years). AGVDX (1.56) is less costly to investors than CWGFX (0.80). CWGFX is a more actively managed with annual turnover of: 27.00 vs. AGVDX (21.00). AGVDX (250) and CWGFX (250) have matching initial minimum investment requirements. AGVDX annual gain was more profitable for investors over the last year : 5.49 vs. CWGFX (0.19). AGVDX return over 5 years is better than : 77.40 vs. CWGFX (68.06).
| AGVDX | CWGFX | AGVDX / CWGFX | |
| Total Expense Ratio | 1.56 | 0.80 | 195% |
| Annual Report Gross Expense Ratio | 1.56 | 0.80 | 195% |
| Fund Existence | 5 years | 24 years | - |
| Gain YTD | 1.382 | 0.845 | 164% |
| 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 | 1.59 | 12% |
| Returns for 1 year | 5.49 | 0.19 | 2,896% |
| Returns for 3 years | 16.56 | 11.40 | 145% |
| Returns for 5 years | 77.40 | 68.06 | 114% |
| Returns for 10 years | N/A | 40.90 | - |
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