Interact to see
Advertisement
Advertisement
AGVEX vs CWGCX
AGVEX vs CWGCX Comparison
Open Charts AGVEX vs CWGCX
American Funds Global Insight F-1
Price$28.01
Change-$0.14 (-0.50%)
VolumeN/A
Net Assets18.92B
American Funds Capital World Gr&Inc C
Price$74.87
Change-$0.30 (-0.40%)
VolumeN/A
Net Assets142.48B
AGVEX vs CWGCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AGVEX vs. CWGCX commentary
Oct 08, 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 Buy and CWGCX is a Buy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 142B vs. AGVEX (18.9B). CWGCX pays higher dividends than AGVEX: CWGCX (0.77) vs AGVEX (0.69). AGVEX was incepted earlier than CWGCX: AGVEX (6 years) vs CWGCX (25 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 : 17.30 vs. CWGCX (11.38). AGVEX return over 5 years is better than : 63.95 vs. CWGCX (47.79).
| 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 | 25 years | - |
| Gain YTD | 20.163 | 19.987 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.9B | 142B | 13% |
| Annual Yield % from dividends | 0.69 | 0.77 | 91% |
| Returns for 1 year | 17.30 | 11.38 | 152% |
| Returns for 3 years | 72.80 | 65.71 | 111% |
| Returns for 5 years | 63.95 | 47.79 | 134% |
| Returns for 10 years | N/A | 73.61 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement