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AGVDX vs FWGIX
AGVDX vs FWGIX Comparison
Open Charts AGVDX vs FWGIX
American Funds Global Insight C
Price$24.12
Change+$0.05 (+0.21%)
VolumeN/A
Net Assets15.92B
American Funds Capital World Gr&Inc F3
Price$65.14
Change+$0.12 (+0.18%)
VolumeN/A
Net Assets124.97B
AGVDX vs FWGIX Comparison Chart
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AGVDX vs. FWGIX commentary
May 11, 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 FWGIX is a Buy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 125B vs. AGVDX (15.9B). FWGIX pays higher dividends than AGVDX: FWGIX (1.96) vs AGVDX (0.19). AGVDX was incepted earlier than FWGIX: AGVDX (6 years) vs FWGIX (8 years). AGVDX (1.56) is less costly to investors than FWGIX (0.41). FWGIX is a more actively managed with annual turnover of: 27.00 vs. AGVDX (21.00). AGVDX has a lower initial minimum investment than FWGIX: AGVDX (250) vs FWGIX (1000000). AGVDX annual gain was more profitable for investors over the last year : 7.40 vs. FWGIX (2.58). AGVDX return over 5 years is better than : 60.12 vs. FWGIX (52.78).
| AGVDX | FWGIX | AGVDX / FWGIX | |
| Total Expense Ratio | 1.56 | 0.41 | 380% |
| Annual Report Gross Expense Ratio | 1.56 | 0.41 | 380% |
| Fund Existence | 6 years | 8 years | - |
| Gain YTD | 4.190 | 2.965 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.9B | 125B | 13% |
| Annual Yield % from dividends | 0.19 | 1.96 | 10% |
| Returns for 1 year | 7.40 | 2.58 | 287% |
| Returns for 3 years | 35.58 | 31.49 | 113% |
| Returns for 5 years | 60.12 | 52.78 | 114% |
| Returns for 10 years | N/A | N/A | - |
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