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AGVEX vs CWGFX
AGVEX vs CWGFX Comparison
Open Charts AGVEX vs CWGFX
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.
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).
| 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 | 4.033 | 2.998 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.8B | 127B | 12% |
| Annual Yield % from dividends | 0.79 | 1.54 | 51% |
| Returns for 1 year | 8.30 | 3.26 | 255% |
| Returns for 3 years | 32.99 | 24.16 | 137% |
| Returns for 5 years | 60.17 | 43.85 | 137% |
| Returns for 10 years | N/A | 47.81 | - |
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