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AGVDX vs CWICX
AGVDX vs CWICX Comparison
Open Charts AGVDX vs CWICX
American Funds Global Insight C
Price$24.12
Change-$0.28 (-1.15%)
VolumeN/A
Net Assets15.76B
American Funds Capital World Gr&Inc 529C
Price$65.80
Change-$0.88 (-1.32%)
VolumeN/A
Net Assets128.43B
AGVDX vs CWICX Comparison Chart
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AGVDX vs. CWICX commentary
Feb 23, 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.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 128B vs. AGVDX (15.8B). CWICX pays higher dividends than AGVDX: CWICX (0.97) vs AGVDX (0.47). AGVDX was incepted earlier than CWICX: AGVDX (5 years) vs CWICX (23 years). CWICX is a more actively managed with annual turnover of: 27.00 vs. AGVDX (23.00). AGVDX (250) and CWICX (250) have matching initial minimum investment requirements. AGVDX annual gain was more profitable for investors over the last year : 9.54 vs. CWICX (6.24). AGVDX return over 5 years is better than : 42.08 vs. CWICX (32.14).
| AGVDX | CWICX | AGVDX / CWICX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 23 years | - |
| Gain YTD | 4.190 | 4.196 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.8B | 128B | 12% |
| Annual Yield % from dividends | 0.47 | 0.97 | 48% |
| Returns for 1 year | 9.54 | 6.24 | 153% |
| Returns for 3 years | 21.46 | 16.16 | 133% |
| Returns for 5 years | 42.08 | 32.14 | 131% |
| Returns for 10 years | N/A | 53.44 | - |