AGVDX
Price
$26.64
Change
+$0.17 (+0.64%)
Updated
Sep 4 closing price
Net Assets
18.05B
CWGFX
Price
$72.70
Change
+$0.52 (+0.72%)
Updated
Sep 4 closing price
Net Assets
136.94B
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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$26.64
Change+$0.17 (+0.64%)
VolumeN/A
Net Assets18.05B
American Funds Capital World Gr&Inc F1
Price$72.70
Change+$0.52 (+0.72%)
VolumeN/A
Net Assets136.94B
AGVDX vs CWGFX Comparison Chart in %
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AGVDX vs. CWGFX commentary
Sep 06, 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.

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FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 137B vs. AGVDX (18.1B). CWGFX pays higher dividends than AGVDX: CWGFX (1.39) vs AGVDX (0.17). AGVDX was incepted earlier than CWGFX: AGVDX (6 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 : 14.60 vs. CWGFX (12.12). AGVDX return over 5 years is better than : 55.66 vs. CWGFX (46.23).
AGVDXCWGFXAGVDX / CWGFX
Total Expense Ratio1.560.80195%
Annual Report Gross Expense Ratio1.560.80195%
Fund Existence6 years24 years-
Gain YTD15.07615.60597%
Front LoadN/AN/A-
Min. Initial Investment250250100%
Min. Initial Investment IRAN/AN/A-
Net Assets18.1B137B13%
Annual Yield % from dividends0.171.3912%
Returns for 1 year14.6012.12120%
Returns for 3 years53.5952.65102%
Returns for 5 years55.6646.23120%
Returns for 10 yearsN/A78.51-
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