Interact to see
Advertisement
Advertisement
AGVDX vs CWGFX
AGVDX vs CWGFX Comparison
Open Charts AGVDX vs CWGFX
American Funds Global Insight C
Price$25.47
Change+$0.12 (+0.47%)
VolumeN/A
Net Assets16.75B
American Funds Capital World Gr&Inc F1
Price$68.89
Change+$0.25 (+0.36%)
VolumeN/A
Net Assets130.86B
AGVDX vs CWGFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
AGVDX vs. CWGFX commentary
Jun 07, 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.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 131B vs. AGVDX (16.7B). CWGFX pays higher dividends than AGVDX: CWGFX (1.49) vs AGVDX (0.18). 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 : 11.67 vs. CWGFX (6.31). AGVDX return over 5 years is better than : 55.27 vs. CWGFX (45.68).
| 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 | 24 years | - |
| Gain YTD | 10.022 | 9.010 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.7B | 131B | 13% |
| Annual Yield % from dividends | 0.18 | 1.49 | 12% |
| Returns for 1 year | 11.67 | 6.31 | 185% |
| Returns for 3 years | 35.20 | 28.90 | 122% |
| Returns for 5 years | 55.27 | 45.68 | 121% |
| Returns for 10 years | N/A | 52.89 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement