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AGVEX vs CWGCX
AGVEX vs CWGCX Comparison
Open Charts AGVEX vs CWGCX
American Funds Global Insight F-1
Price$27.57
Change-$0.05 (-0.18%)
VolumeN/A
Net Assets18.51B
American Funds Capital World Gr&Inc C
Price$74.19
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets140.8B
AGVEX vs CWGCX Comparison Chart in %
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AGVEX vs. CWGCX commentary
Sep 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 141B vs. AGVEX (18.5B). CWGCX pays higher dividends than AGVEX: CWGCX (0.82) vs AGVEX (0.72). 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 : 16.48 vs. CWGCX (12.80). AGVEX return over 5 years is better than : 63.12 vs. CWGCX (47.74).
| 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 | 18.275 | 18.897 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.5B | 141B | 13% |
| Annual Yield % from dividends | 0.72 | 0.82 | 88% |
| Returns for 1 year | 16.48 | 12.80 | 129% |
| Returns for 3 years | 62.23 | 56.19 | 111% |
| Returns for 5 years | 63.12 | 47.74 | 132% |
| Returns for 10 years | N/A | 76.66 | - |
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