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AGVDX vs CWICX
AGVDX vs CWICX Comparison
Open Charts AGVDX vs CWICX
American Funds Global Insight C
Price$23.30
Change+$0.40 (+1.75%)
VolumeN/A
Net Assets15.2B
American Funds Capital World Gr&Inc 529C
Price$62.69
Change+$0.98 (+1.59%)
VolumeN/A
Net Assets119.48B
AGVDX vs CWICX Comparison Chart
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AGVDX vs. CWICX commentary
Apr 25, 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: 119B vs. AGVDX (15.2B). 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 : 6.30 vs. CWICX (0.67). AGVDX return over 5 years is better than : 60.02 vs. CWICX (49.77).
| 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 | 0.648 | -0.610 | -106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.2B | 119B | 13% |
| Annual Yield % from dividends | 0.19 | 0.87 | 22% |
| Returns for 1 year | 6.30 | 0.67 | 946% |
| Returns for 3 years | 22.01 | 17.74 | 124% |
| Returns for 5 years | 60.02 | 49.77 | 121% |
| Returns for 10 years | N/A | 43.65 | - |
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