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AGVDX vs CWGFX
AGVDX vs CWGFX Comparison
Open Charts AGVDX vs CWGFX
American Funds Global Insight C
Price$27.47
Change-$0.06 (-0.22%)
VolumeN/A
Net Assets18.69B
American Funds Capital World Gr&Inc F1
Price$75.31
Change-$0.15 (-0.20%)
VolumeN/A
Net Assets140.97B
AGVDX vs CWGFX Comparison Chart in %
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AGVDX vs. CWGFX commentary
Oct 18, 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 Hold and CWGFX is a Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 141B vs. AGVDX (18.7B). CWGFX pays higher dividends than AGVDX: CWGFX (1.35) vs AGVDX (0.16). AGVDX was incepted earlier than CWGFX: AGVDX (6 years) vs CWGFX (25 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 : 15.06 vs. CWGFX (11.25). AGVDX return over 5 years is better than : 57.70 vs. CWGFX (50.66).
| AGVDX | CWGFX | AGVDX / CWGFX | |
| Total Expense Ratio | 1.56 | 0.80 | 195% |
| Annual Report Gross Expense Ratio | 1.56 | 0.80 | 195% |
| Fund Existence | 6 years | 25 years | - |
| Gain YTD | 18.661 | 20.057 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.7B | 141B | 13% |
| Annual Yield % from dividends | 0.16 | 1.35 | 12% |
| Returns for 1 year | 15.06 | 11.25 | 134% |
| Returns for 3 years | 66.64 | 68.38 | 97% |
| Returns for 5 years | 57.70 | 50.66 | 114% |
| Returns for 10 years | N/A | 76.47 | - |
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