Interact to see
Advertisement
Advertisement
AGVEX vs CWGCX
AGVEX vs CWGCX Comparison
Open Charts AGVEX vs CWGCX
American Funds Global Insight F-1
Price$26.51
Change+$0.16 (+0.61%)
VolumeN/A
Net Assets17.38B
American Funds Capital World Gr&Inc C
Price$70.73
Change+$0.28 (+0.40%)
VolumeN/A
Net Assets135.41B
AGVEX vs CWGCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AGVEX vs. CWGCX commentary
Jul 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 AGVEX is a StrongBuy and CWGCX is a Buy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 135B vs. AGVEX (17.4B). CWGCX pays higher dividends than AGVEX: CWGCX (0.83) vs AGVEX (0.73). 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 : 14.35 vs. CWGCX (8.10). AGVEX return over 5 years is better than : 62.11 vs. CWGCX (45.26).
| 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 | 13.728 | 13.262 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.4B | 135B | 13% |
| Annual Yield % from dividends | 0.73 | 0.83 | 87% |
| Returns for 1 year | 14.35 | 8.10 | 177% |
| Returns for 3 years | 54.58 | 49.71 | 110% |
| Returns for 5 years | 62.11 | 45.26 | 137% |
| Returns for 10 years | N/A | 54.19 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers