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AGVEX vs CWICX
AGVEX vs CWICX Comparison
Open Charts AGVEX vs CWICX
American Funds Global Insight F-1
Price$24.31
Change-$0.29 (-1.18%)
VolumeN/A
Net Assets15.76B
American Funds Capital World Gr&Inc 529C
Price$65.80
Change-$0.88 (-1.32%)
VolumeN/A
Net Assets128.43B
AGVEX vs CWICX Comparison Chart
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AGVEX vs. CWICX commentary
Feb 23, 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 CWICX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 128B vs. AGVEX (15.8B). AGVEX pays higher dividends than CWICX: AGVEX (1.13) vs CWICX (0.97). AGVEX was incepted earlier than CWICX: AGVEX (5 years) vs CWICX (23 years). CWICX is a more actively managed with annual turnover of: 27.00 vs. AGVEX (23.00). AGVEX (250) and CWICX (250) have matching initial minimum investment requirements. AGVEX annual gain was more profitable for investors over the last year : 10.33 vs. CWICX (6.24). AGVEX return over 5 years is better than : 46.42 vs. CWICX (32.14).
| AGVEX | CWICX | AGVEX / CWICX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 23 years | - |
| Gain YTD | 4.290 | 4.196 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.8B | 128B | 12% |
| Annual Yield % from dividends | 1.13 | 0.97 | 116% |
| Returns for 1 year | 10.33 | 6.24 | 166% |
| Returns for 3 years | 24.21 | 16.16 | 150% |
| Returns for 5 years | 46.42 | 32.14 | 144% |
| Returns for 10 years | N/A | 53.44 | - |