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AGVDX vs CWGFX
AGVDX vs CWGFX Comparison
Open Charts AGVDX vs CWGFX
American Funds Global Insight C
Price$27.00
Change-$0.20 (-0.74%)
VolumeN/A
Net Assets18.49B
American Funds Capital World Gr&Inc F1
Price$74.21
Change-$0.51 (-0.68%)
VolumeN/A
Net Assets140.58B
AGVDX vs CWGFX Comparison Chart in %
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AGVDX vs. CWGFX commentary
Sep 26, 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 Buy and CWGFX is a Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 141B vs. AGVDX (18.5B). CWGFX pays higher dividends than AGVDX: CWGFX (1.39) vs AGVDX (0.17). 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 : 13.70 vs. CWGFX (10.32). AGVDX return over 5 years is better than : 61.01 vs. CWGFX (54.24).
| 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 | 16.631 | 18.303 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.5B | 141B | 13% |
| Annual Yield % from dividends | 0.17 | 1.39 | 12% |
| Returns for 1 year | 13.70 | 10.32 | 133% |
| Returns for 3 years | 67.31 | 68.58 | 98% |
| Returns for 5 years | 61.01 | 54.24 | 112% |
| Returns for 10 years | N/A | 89.07 | - |
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