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AGVEX vs CWGCX
AGVEX vs CWGCX Comparison
Open Charts AGVEX vs CWGCX
American Funds Global Insight F-1
Price$23.51
Change-$0.32 (-1.34%)
VolumeN/A
Net Assets15.35B
American Funds Capital World Gr&Inc C
Price$62.64
Change-$1.00 (-1.57%)
VolumeN/A
Net Assets122.35B
AGVEX vs CWGCX Comparison Chart
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AGVEX vs. CWGCX commentary
Mar 31, 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: 122B vs. AGVEX (15.3B). CWGCX pays higher dividends than AGVEX: CWGCX (0.90) vs AGVEX (0.79). AGVEX was incepted earlier than CWGCX: AGVEX (5 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 : 4.49 vs. CWGCX (-1.30). AGVEX return over 5 years is better than : 78.16 vs. CWGCX (60.67).
| AGVEX | CWGCX | AGVEX / CWGCX | |
| Total Expense Ratio | 0.82 | 1.49 | 55% |
| Annual Report Gross Expense Ratio | 0.82 | 1.49 | 55% |
| Fund Existence | 5 years | 24 years | - |
| Gain YTD | 0.858 | -0.035 | -2,484% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.3B | 122B | 13% |
| Annual Yield % from dividends | 0.79 | 0.90 | 88% |
| Returns for 1 year | 4.49 | -1.30 | -344% |
| Returns for 3 years | 16.55 | 8.70 | 190% |
| Returns for 5 years | 78.16 | 60.67 | 129% |
| Returns for 10 years | N/A | 38.51 | - |
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