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AGVEX vs CWICX
AGVEX vs CWICX Comparison
Open Charts AGVEX vs CWICX
American Funds Global Insight F-1
Price$26.93
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets17.96B
American Funds Capital World Gr&Inc 529C
Price$72.29
Change+$0.07 (+0.10%)
VolumeN/A
Net Assets136.73B
AGVEX vs CWICX Comparison Chart in %
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AGVEX vs. CWICX commentary
Aug 28, 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: 137B vs. AGVEX (18B). CWICX pays higher dividends than AGVEX: CWICX (0.78) vs AGVEX (0.73). AGVEX was incepted earlier than CWICX: AGVEX (6 years) vs CWICX (24 years). CWICX (1.53) is less costly to investors than AGVEX (0.82). CWICX is a more actively managed with annual turnover of: 27.00 vs. AGVEX (21.00). AGVEX (250) and CWICX (250) have matching initial minimum investment requirements. AGVEX annual gain was more profitable for investors over the last year : 13.39 vs. CWICX (8.74). AGVEX return over 5 years is better than : 57.18 vs. CWICX (41.76).
| AGVEX | CWICX | AGVEX / CWICX | |
| Total Expense Ratio | 0.82 | 1.53 | 54% |
| Annual Report Gross Expense Ratio | 0.82 | 1.53 | 54% |
| Fund Existence | 6 years | 24 years | - |
| Gain YTD | 15.530 | 14.980 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18B | 137B | 13% |
| Annual Yield % from dividends | 0.73 | 0.78 | 93% |
| Returns for 1 year | 13.39 | 8.74 | 153% |
| Returns for 3 years | 52.13 | 46.05 | 113% |
| Returns for 5 years | 57.18 | 41.76 | 137% |
| Returns for 10 years | N/A | 80.82 | - |
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