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AGVDX vs CWGFX
AGVDX vs CWGFX Comparison
Open Charts AGVDX vs CWGFX
American Funds Global Insight C
Price$23.59
Change+$0.10 (+0.43%)
VolumeN/A
Net Assets15.34B
American Funds Capital World Gr&Inc F1
Price$64.68
Change+$0.47 (+0.73%)
VolumeN/A
Net Assets126.7B
AGVDX vs CWGFX Comparison Chart
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AGVDX vs. CWGFX commentary
Jan 19, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 127B vs. AGVDX (15.3B). CWGFX pays higher dividends than AGVDX: CWGFX (1.64) vs AGVDX (0.47). AGVDX was incepted earlier than CWGFX: AGVDX (5 years) vs CWGFX (24 years). CWGFX is a more actively managed with annual turnover of: 27.00 vs. AGVDX (23.00). AGVDX (250) and CWGFX (250) have matching initial minimum investment requirements. AGVDX annual gain was more profitable for investors over the last year : 12.70 vs. CWGFX (10.89). AGVDX return over 5 years is better than : 37.76 vs. CWGFX (27.58).
| AGVDX | CWGFX | AGVDX / CWGFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 24 years | - |
| Gain YTD | 1.901 | 2.051 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.3B | 127B | 12% |
| Annual Yield % from dividends | 0.47 | 1.64 | 29% |
| Returns for 1 year | 12.70 | 10.89 | 117% |
| Returns for 3 years | 13.15 | 8.51 | 154% |
| Returns for 5 years | 37.76 | 27.58 | 137% |
| Returns for 10 years | N/A | 47.73 | - |
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