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AGVEX vs CWGFX
AGVEX vs CWGFX Comparison
Open Charts AGVEX vs CWGFX
American Funds Global Insight F-1
Price$22.68
Change+$0.03 (+0.13%)
VolumeN/A
Net Assets14.89B
American Funds Capital World Gr&Inc F1
Price$60.83
Change+$0.11 (+0.18%)
VolumeN/A
Net Assets117.17B
AGVEX vs CWGFX Comparison Chart
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AGVEX vs. CWGFX commentary
Apr 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 CWGFX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 117B vs. AGVEX (14.9B). CWGFX pays higher dividends than AGVEX: CWGFX (1.59) vs AGVEX (0.82). 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 : 5.11 vs. CWGFX (-0.97). AGVEX return over 5 years is better than : 56.77 vs. CWGFX (43.42).
| AGVEX | CWGFX | AGVEX / CWGFX | |
| Total Expense Ratio | 0.82 | 0.80 | 103% |
| Annual Report Gross Expense Ratio | 0.82 | 0.80 | 103% |
| Fund Existence | 5 years | 24 years | - |
| Gain YTD | -2.703 | -3.744 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.9B | 117B | 13% |
| Annual Yield % from dividends | 0.82 | 1.59 | 52% |
| Returns for 1 year | 5.11 | -0.97 | -528% |
| Returns for 3 years | 17.93 | 10.84 | 165% |
| Returns for 5 years | 56.77 | 43.42 | 131% |
| Returns for 10 years | N/A | 32.63 | - |
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