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AGVEX vs CWGCX
AGVEX vs CWGCX Comparison
Open Charts AGVEX vs CWGCX
American Funds Global Insight F-1
Price$23.34
Change-$0.65 (-2.71%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc C
Price$62.86
Change-$1.78 (-2.75%)
VolumeN/A
CapitalizationN/A
AGVEX vs CWGCX Comparison Chart
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AGVEX vs. CWGCX commentary
Dec 19, 2024
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: 121B vs. AGVEX (15.4B). AGVEX pays higher dividends than CWGCX: AGVEX (1.13) vs CWGCX (1.04). AGVEX was incepted earlier than CWGCX: AGVEX (5 years) vs CWGCX (24 years). CWGCX is a more actively managed with annual turnover of: 27.00 vs. AGVEX (23.00). AGVEX (250) and CWGCX (250) have matching initial minimum investment requirements. AGVEX annual gain was more profitable for investors over the last year : 14.66 vs. CWGCX (7.60). AGVEX return over 5 years is better than : 48.45 vs. CWGCX (25.90).
| AGVEX | CWGCX | AGVEX / CWGCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 24 years | - |
| Gain YTD | 13.266 | 6.805 | 195% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.4B | 121B | 13% |
| Annual Yield % from dividends | 1.13 | 1.04 | 109% |
| Returns for 1 year | 14.66 | 7.60 | 193% |
| Returns for 3 years | 17.13 | 5.49 | 312% |
| Returns for 5 years | 48.45 | 25.90 | 187% |
| Returns for 10 years | N/A | 40.63 | - |
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