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AGVDX vs CWICX
AGVDX vs CWICX Comparison
Open Charts AGVDX vs CWICX
American Funds Global Insight C
Price$27.15
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets18.62B
American Funds Capital World Gr&Inc 529C
Price$74.23
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets138.65B
AGVDX vs CWICX Comparison Chart in %
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AGVDX vs. CWICX commentary
Nov 20, 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: 139B vs. AGVDX (18.6B). CWICX pays higher dividends than AGVDX: CWICX (0.70) 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 : 16.19 vs. CWICX (11.33). AGVDX return over 5 years is better than : 49.11 vs. CWICX (39.45).
| 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 | 17.279 | 18.139 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.6B | 139B | 13% |
| Annual Yield % from dividends | 0.16 | 0.70 | 23% |
| Returns for 1 year | 16.19 | 11.33 | 143% |
| Returns for 3 years | 49.62 | 48.16 | 103% |
| Returns for 5 years | 49.11 | 39.45 | 124% |
| Returns for 10 years | N/A | 81.77 | - |
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