AGVDX
Price
$27.00
Change
-$0.20 (-0.74%)
Updated
Sep 25 closing price
Net Assets
18.49B
CWICX
Price
$73.94
Change
-$0.51 (-0.69%)
Updated
Sep 25 closing price
Net Assets
140.58B
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AGVDX vs CWICX

Header iconAGVDX vs CWICX Comparison
Open Charts AGVDX vs CWICXBanner chart's image
American Funds Global Insight C
Price$27.00
Change-$0.20 (-0.74%)
VolumeN/A
Net Assets18.49B
American Funds Capital World Gr&Inc 529C
Price$73.94
Change-$0.51 (-0.69%)
VolumeN/A
Net Assets140.58B
AGVDX vs CWICX Comparison Chart in %
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AGVDX vs. CWICX 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 CWICX is a Hold.

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FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 141B vs. AGVDX (18.5B). CWICX pays higher dividends than AGVDX: CWICX (0.77) vs AGVDX (0.17). AGVDX was incepted earlier than CWICX: AGVDX (6 years) vs CWICX (24 years). AGVDX (1.56) and CWICX (1.53) have similar cost to investors . CWICX is a more actively managed with annual turnover of: 27.00 vs. AGVDX (21.00). AGVDX (250) and CWICX (250) have matching initial minimum investment requirements. AGVDX annual gain was more profitable for investors over the last year : 13.70 vs. CWICX (9.49). AGVDX return over 5 years is better than : 61.01 vs. CWICX (51.94).
AGVDXCWICXAGVDX / CWICX
Total Expense Ratio1.561.53102%
Annual Report Gross Expense Ratio1.561.53102%
Fund Existence6 years24 years-
Gain YTD16.63117.67894%
Front LoadN/AN/A-
Min. Initial Investment250250100%
Min. Initial Investment IRAN/AN/A-
Net Assets18.5B141B13%
Annual Yield % from dividends0.170.7722%
Returns for 1 year13.709.49144%
Returns for 3 years67.3165.86102%
Returns for 5 years61.0151.94117%
Returns for 10 yearsN/A97.76-
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