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AGVDX vs CWICX
AGVDX vs CWICX Comparison
Open Charts AGVDX vs CWICX
American Funds Global Insight C
Price$27.47
Change-$0.06 (-0.22%)
VolumeN/A
Net Assets18.69B
American Funds Capital World Gr&Inc 529C
Price$74.92
Change-$0.08 (-0.11%)
VolumeN/A
Net Assets140.97B
AGVDX vs CWICX Comparison Chart in %
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AGVDX vs. CWICX commentary
Oct 18, 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 Hold and CWICX is a Hold.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 141B vs. AGVDX (18.7B). CWICX pays higher dividends than AGVDX: CWICX (0.71) vs AGVDX (0.16). 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 : 15.06 vs. CWICX (10.42). AGVDX return over 5 years is better than : 57.70 vs. CWICX (48.38).
| AGVDX | CWICX | AGVDX / CWICX | |
| Total Expense Ratio | 1.56 | 1.53 | 102% |
| Annual Report Gross Expense Ratio | 1.56 | 1.53 | 102% |
| Fund Existence | 6 years | 24 years | - |
| Gain YTD | 18.661 | 19.365 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.7B | 141B | 13% |
| Annual Yield % from dividends | 0.16 | 0.71 | 23% |
| Returns for 1 year | 15.06 | 10.42 | 145% |
| Returns for 3 years | 66.64 | 65.68 | 101% |
| Returns for 5 years | 57.70 | 48.38 | 119% |
| Returns for 10 years | N/A | 84.59 | - |
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