AGVEX
Price
$23.67
Change
-$0.58 (-2.39%)
Updated
Mar 10 closing price
Net Assets
15.76B
CWGFX
Price
$63.53
Change
-$1.75 (-2.68%)
Updated
Mar 10 closing price
Net Assets
126.53B
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AGVEX vs CWGFX

Header iconAGVEX vs CWGFX Comparison
Open Charts AGVEX vs CWGFXBanner chart's image
American Funds Global Insight F-1
Price$23.67
Change-$0.58 (-2.39%)
VolumeN/A
Net Assets15.76B
American Funds Capital World Gr&Inc F1
Price$63.53
Change-$1.75 (-2.68%)
VolumeN/A
Net Assets126.53B
AGVEX vs CWGFX Comparison Chart
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AGVEX vs. CWGFX commentary
Mar 11, 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 CWGFX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 127B vs. AGVEX (15.8B). CWGFX pays higher dividends than AGVEX: CWGFX (1.54) vs AGVEX (0.79). AGVEX was incepted earlier than CWGFX: AGVEX (5 years) vs CWGFX (24 years). AGVEX (0.82) and CWGFX (0.80) have similar cost to investors . CWGFX is a more actively managed with annual turnover of: 27.00 vs. AGVEX (21.00). AGVEX (250) and CWGFX (250) have matching initial minimum investment requirements. AGVEX annual gain was more profitable for investors over the last year : 8.30 vs. CWGFX (3.26). AGVEX return over 5 years is better than : 60.17 vs. CWGFX (43.85).
AGVEXCWGFXAGVEX / CWGFX
Total Expense Ratio0.820.80103%
Annual Report Gross Expense Ratio0.820.80103%
Fund Existence5 years24 years-
Gain YTD4.0332.998135%
Front LoadN/AN/A-
Min. Initial Investment250250100%
Min. Initial Investment IRAN/AN/A-
Net Assets15.8B127B12%
Annual Yield % from dividends0.791.5451%
Returns for 1 year8.303.26255%
Returns for 3 years32.9924.16137%
Returns for 5 years60.1743.85137%
Returns for 10 yearsN/A47.81-
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