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AGVEX vs CWGFX
AGVEX vs CWGFX Comparison
Open Charts AGVEX vs CWGFX
American Funds Global Insight F-1
Price$25.60
Change-$0.07 (-0.27%)
VolumeN/A
Net Assets16.75B
American Funds Capital World Gr&Inc F1
Price$68.64
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets130.86B
AGVEX vs CWGFX Comparison Chart
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AGVEX vs. CWGFX commentary
Jun 07, 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 Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 131B vs. AGVEX (16.7B). CWGFX pays higher dividends than AGVEX: CWGFX (1.49) vs AGVEX (0.76). AGVEX was incepted earlier than CWGFX: AGVEX (6 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 : 12.31 vs. CWGFX (6.09). AGVEX return over 5 years is better than : 59.70 vs. CWGFX (45.15).
| AGVEX | CWGFX | AGVEX / CWGFX | |
| Total Expense Ratio | 0.82 | 0.80 | 103% |
| Annual Report Gross Expense Ratio | 0.82 | 0.80 | 103% |
| Fund Existence | 6 years | 24 years | - |
| Gain YTD | 10.124 | 8.614 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.7B | 131B | 13% |
| Annual Yield % from dividends | 0.76 | 1.49 | 51% |
| Returns for 1 year | 12.31 | 6.09 | 202% |
| Returns for 3 years | 39.08 | 29.36 | 133% |
| Returns for 5 years | 59.70 | 45.15 | 132% |
| Returns for 10 years | N/A | 52.08 | - |
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