AGVEX
Price
$23.34
Change
-$0.65 (-2.71%)
Updated
Dec 18 closing price
CWGFX
Price
$63.48
Change
-$1.79 (-2.74%)
Updated
Dec 18 closing price
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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$23.34
Change-$0.65 (-2.71%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc F1
Price$63.48
Change-$1.79 (-2.74%)
VolumeN/A
CapitalizationN/A
AGVEX vs CWGFX Comparison Chart
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AGVEX vs. CWGFX 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 CWGFX is a Buy.

FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 121B vs. AGVEX (15.4B). CWGFX pays higher dividends than AGVEX: CWGFX (1.64) vs AGVEX (1.13). AGVEX was incepted earlier than CWGFX: AGVEX (5 years) vs CWGFX (24 years). CWGFX is a more actively managed with annual turnover of: 27.00 vs. AGVEX (23.00). AGVEX (250) and CWGFX (250) have matching initial minimum investment requirements. AGVEX annual gain was more profitable for investors over the last year : 14.66 vs. CWGFX (12.01). AGVEX return over 5 years is better than : 48.45 vs. CWGFX (32.35).
AGVEXCWGFXAGVEX / CWGFX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence5 years24 years-
Gain YTD13.26610.423127%
Front LoadN/AN/A-
Min. Initial Investment250250100%
Min. Initial Investment IRAN/AN/A-
Net Assets15.4B121B13%
Annual Yield % from dividends1.131.6469%
Returns for 1 year14.6612.01122%
Returns for 3 years17.139.87174%
Returns for 5 years48.4532.35150%
Returns for 10 yearsN/A47.57-
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