AGVDX
Price
$23.30
Change
+$0.40 (+1.75%)
Updated
Apr 24 closing price
Net Assets
15.2B
CWGFX
Price
$62.95
Change
+$0.99 (+1.60%)
Updated
Apr 24 closing price
Net Assets
119.48B
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AGVDX vs CWGFX

Header iconAGVDX vs CWGFX Comparison
Open Charts AGVDX vs CWGFXBanner chart's image
American Funds Global Insight C
Price$23.30
Change+$0.40 (+1.75%)
VolumeN/A
Net Assets15.2B
American Funds Capital World Gr&Inc F1
Price$62.95
Change+$0.99 (+1.60%)
VolumeN/A
Net Assets119.48B
AGVDX vs CWGFX Comparison Chart
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AGVDX vs. CWGFX commentary
Apr 25, 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.

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FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 119B vs. AGVDX (15.2B). 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 : 6.30 vs. CWGFX (1.40). AGVDX return over 5 years is better than : 60.02 vs. CWGFX (50.88).
AGVDXCWGFXAGVDX / CWGFX
Total Expense Ratio1.560.80195%
Annual Report Gross Expense Ratio1.560.80195%
Fund Existence5 years24 years-
Gain YTD0.648-0.389-166%
Front LoadN/AN/A-
Min. Initial Investment250250100%
Min. Initial Investment IRAN/AN/A-
Net Assets15.2B119B13%
Annual Yield % from dividends0.191.5912%
Returns for 1 year6.301.40452%
Returns for 3 years22.0118.43119%
Returns for 5 years60.0250.88118%
Returns for 10 yearsN/A35.68-
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