Interact to see
Advertisement
Advertisement
AGVEX vs CWGFX
AGVEX vs CWGFX Comparison
Open Charts AGVEX vs CWGFX
American Funds Global Insight F-1
Price$27.57
Change-$0.05 (-0.18%)
VolumeN/A
Net Assets18.51B
American Funds Capital World Gr&Inc F1
Price$74.93
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets140.8B
AGVEX vs CWGFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AGVEX vs. CWGFX commentary
Sep 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 141B vs. AGVEX (18.5B). CWGFX pays higher dividends than AGVEX: CWGFX (1.39) vs AGVEX (0.72). AGVEX was incepted earlier than CWGFX: AGVEX (6 years) vs CWGFX (25 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 : 16.48 vs. CWGFX (13.63). AGVEX return over 5 years is better than : 63.12 vs. CWGFX (51.73).
| 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 | 25 years | - |
| Gain YTD | 18.275 | 19.451 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.5B | 141B | 13% |
| Annual Yield % from dividends | 0.72 | 1.39 | 51% |
| Returns for 1 year | 16.48 | 13.63 | 121% |
| Returns for 3 years | 62.23 | 59.29 | 105% |
| Returns for 5 years | 63.12 | 51.73 | 122% |
| Returns for 10 years | N/A | 81.55 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement