Interact to see
Advertisement
Advertisement
AGVEX vs CWICX
AGVEX vs CWICX Comparison
Open Charts AGVEX vs CWICX
American Funds Global Insight F-1
Price$27.52
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets18.62B
American Funds Capital World Gr&Inc 529C
Price$74.23
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets138.65B
AGVEX vs CWICX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AGVEX vs. CWICX commentary
Nov 20, 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 Hold and CWICX is a Hold.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 139B vs. AGVEX (18.6B). CWICX (0.70) and AGVEX (0.68) have matching dividends . 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 : 17.05 vs. CWICX (11.33). AGVEX return over 5 years is better than : 53.80 vs. CWICX (39.45).
| 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 | 18.061 | 18.139 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.6B | 139B | 13% |
| Annual Yield % from dividends | 0.68 | 0.70 | 98% |
| Returns for 1 year | 17.05 | 11.33 | 150% |
| Returns for 3 years | 53.04 | 48.16 | 110% |
| Returns for 5 years | 53.80 | 39.45 | 136% |
| Returns for 10 years | N/A | 81.77 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| BOTZ | 33.84 | 0.14 | +0.42% |
| Global X Robotics & Artfcl Intllgnc ETF | |||
| PST | 22.09 | 0.02 | +0.10% |
| ProShares UltraShort 7-10 Year Treasury | |||
| CPLB | 21.26 | N/A | N/A |
| NYLI MacKay Core Plus Bond ETF | |||
| FDLS | 34.19 | -0.02 | -0.05% |
| Inspire Fidelis Multi Factor ETF | |||
| SPXS | 38.83 | -0.42 | -1.07% |
| Direxion Daily S&P 500® Bear 3X ETF | |||