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AGVDX vs CWGFX
AGVDX vs CWGFX Comparison
Open Charts AGVDX vs CWGFX
American Funds Global Insight C
Price$23.31
Change-$0.25 (-1.06%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc F1
Price$67.04
Change-$0.72 (-1.06%)
VolumeN/A
CapitalizationN/A
AGVDX vs CWGFX Comparison Chart
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AGVDX vs. CWGFX commentary
Nov 18, 2024
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 Sell.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 125B vs. AGVDX (14.8B). 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. CWGFX annual gain was more profitable for investors over the last year : 19.02 vs. AGVDX (16.51). AGVDX return over 5 years is better than : 42.42 vs. CWGFX (38.62).
| 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 | 9.797 | 13.044 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.8B | 125B | 12% |
| Annual Yield % from dividends | 0.47 | 1.64 | 29% |
| Returns for 1 year | 16.51 | 19.02 | 87% |
| Returns for 3 years | 8.23 | 3.12 | 264% |
| Returns for 5 years | 42.42 | 38.62 | 110% |
| Returns for 10 years | N/A | 49.28 | - |