AGVDX
Price
$26.64
Change
+$0.17 (+0.64%)
Updated
Sep 4 closing price
Net Assets
18.05B
CWICX
Price
$72.33
Change
+$0.52 (+0.72%)
Updated
Sep 4 closing price
Net Assets
136.94B
Interact to see
Advertisement

AGVDX vs CWICX

Header iconAGVDX vs CWICX Comparison
Open Charts AGVDX vs CWICXBanner chart's image
American Funds Global Insight C
Price$26.64
Change+$0.17 (+0.64%)
VolumeN/A
Net Assets18.05B
American Funds Capital World Gr&Inc 529C
Price$72.33
Change+$0.52 (+0.72%)
VolumeN/A
Net Assets136.94B
AGVDX vs CWICX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
AGVDX vs. CWICX commentary
Sep 06, 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 StrongBuy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 137B vs. AGVDX (18.1B). 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 : 14.60 vs. CWICX (11.31). AGVDX return over 5 years is better than : 55.66 vs. CWICX (44.60).
AGVDXCWICXAGVDX / CWICX
Total Expense Ratio1.561.53102%
Annual Report Gross Expense Ratio1.561.53102%
Fund Existence6 years24 years-
Gain YTD15.07615.044100%
Front LoadN/AN/A-
Min. Initial Investment250250100%
Min. Initial Investment IRAN/AN/A-
Net Assets18.1B137B13%
Annual Yield % from dividends0.170.7722%
Returns for 1 year14.6011.31129%
Returns for 3 years53.5950.74106%
Returns for 5 years55.6644.60125%
Returns for 10 yearsN/A87.42-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
NOM11.050.23
+2.11%
Nuveen Missouri Quality Municipal Income Fund
DSMC36.460.46
+1.26%
Distillate Small/Mid Cash Flow ETF
CHW7.280.03
+0.41%
Calamos Global Dynamic Income Fund
IBIL25.780.06
+0.23%
ishares Ibonds Oct 2035 Term TIPS ETF
EEMV62.72-0.01
-0.02%
iShares MSCI Emerg Mkts Min Vol Fctr ETF