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AGVDX vs CWGFX
AGVDX vs CWGFX Comparison
Open Charts AGVDX vs CWGFX
American Funds Global Insight C
Price$23.19
Change-$0.64 (-2.69%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc F1
Price$63.48
Change-$1.79 (-2.74%)
VolumeN/A
CapitalizationN/A
AGVDX vs CWGFX Comparison Chart
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AGVDX vs. CWGFX commentary
Dec 19, 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 Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 121B vs. AGVDX (15.4B). 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 : 13.80 vs. CWGFX (12.01). AGVDX return over 5 years is better than : 43.97 vs. CWGFX (32.35).
| 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 | 12.456 | 10.423 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.4B | 121B | 13% |
| Annual Yield % from dividends | 0.47 | 1.64 | 29% |
| Returns for 1 year | 13.80 | 12.01 | 115% |
| Returns for 3 years | 14.52 | 9.87 | 147% |
| Returns for 5 years | 43.97 | 32.35 | 136% |
| Returns for 10 years | N/A | 47.57 | - |
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