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AGVDX vs CWICX
AGVDX vs CWICX Comparison
Open Charts AGVDX vs CWICX
American Funds Global Insight C
Price$22.73
Change-$0.74 (-3.15%)
VolumeN/A
Net Assets15.5B
American Funds Capital World Gr&Inc 529C
Price$61.28
Change-$2.22 (-3.50%)
VolumeN/A
Net Assets123.19B
AGVDX vs CWICX Comparison Chart
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AGVDX vs. CWICX commentary
Apr 04, 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 CWICX is a Buy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 123B vs. AGVDX (15.5B). CWICX pays higher dividends than AGVDX: CWICX (0.87) vs AGVDX (0.19). AGVDX was incepted earlier than CWICX: AGVDX (5 years) vs CWICX (23 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 : 5.49 vs. CWICX (0.09). AGVDX return over 5 years is better than : 77.40 vs. CWICX (66.86).
| AGVDX | CWICX | AGVDX / CWICX | |
| Total Expense Ratio | 1.56 | 1.53 | 102% |
| Annual Report Gross Expense Ratio | 1.56 | 1.53 | 102% |
| Fund Existence | 5 years | 23 years | - |
| Gain YTD | 1.382 | 0.674 | 205% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.5B | 123B | 13% |
| Annual Yield % from dividends | 0.19 | 0.87 | 22% |
| Returns for 1 year | 5.49 | 0.09 | 6,354% |
| Returns for 3 years | 16.56 | 11.72 | 141% |
| Returns for 5 years | 77.40 | 66.86 | 116% |
| Returns for 10 years | N/A | 50.22 | - |
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