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AGVEX vs CWGCX
AGVEX vs CWGCX Comparison
Open Charts AGVEX vs CWGCX
American Funds Global Insight F-1
Price$25.48
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets16.72B
American Funds Capital World Gr&Inc C
Price$67.82
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets130.89B
AGVEX vs CWGCX Comparison Chart in %
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AGVEX vs. CWGCX commentary
Jun 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 AGVEX is a StrongBuy and CWGCX is a Buy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 131B vs. AGVEX (16.7B). CWGCX pays higher dividends than AGVEX: CWGCX (0.87) vs AGVEX (0.76). AGVEX was incepted earlier than CWGCX: AGVEX (6 years) vs CWGCX (24 years). CWGCX (1.49) is less costly to investors than AGVEX (0.82). CWGCX is a more actively managed with annual turnover of: 27.00 vs. AGVEX (21.00). AGVEX (250) and CWGCX (250) have matching initial minimum investment requirements. AGVEX annual gain was more profitable for investors over the last year : 11.52 vs. CWGCX (4.92). AGVEX return over 5 years is better than : 62.21 vs. CWGCX (45.73).
| AGVEX | CWGCX | AGVEX / CWGCX | |
| Total Expense Ratio | 0.82 | 1.49 | 55% |
| Annual Report Gross Expense Ratio | 0.82 | 1.49 | 55% |
| Fund Existence | 6 years | 24 years | - |
| Gain YTD | 9.309 | 8.602 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.7B | 131B | 13% |
| Annual Yield % from dividends | 0.76 | 0.87 | 87% |
| Returns for 1 year | 11.52 | 4.92 | 234% |
| Returns for 3 years | 52.90 | 43.91 | 120% |
| Returns for 5 years | 62.21 | 45.73 | 136% |
| Returns for 10 years | N/A | 48.13 | - |
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