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AGVEX vs CWICX
AGVEX vs CWICX Comparison
Open Charts AGVEX vs CWICX
American Funds Global Insight F-1
Price$26.04
Change+$0.22 (+0.85%)
VolumeN/A
Net Assets16.98B
American Funds Capital World Gr&Inc 529C
Price$70.03
Change+$0.79 (+1.14%)
VolumeN/A
Net Assets132.68B
AGVEX vs CWICX Comparison Chart in %
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AGVEX vs. CWICX commentary
Jun 27, 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: 133B vs. AGVEX (17B). CWICX pays higher dividends than AGVEX: CWICX (0.82) vs AGVEX (0.76). AGVEX was incepted earlier than CWICX: AGVEX (6 years) vs CWICX (23 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 : 14.47 vs. CWICX (8.26). AGVEX return over 5 years is better than : 68.56 vs. CWICX (53.79).
| 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 | 23 years | - |
| Gain YTD | 11.712 | 11.385 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17B | 133B | 13% |
| Annual Yield % from dividends | 0.76 | 0.82 | 93% |
| Returns for 1 year | 14.47 | 8.26 | 175% |
| Returns for 3 years | 49.06 | 42.92 | 114% |
| Returns for 5 years | 68.56 | 53.79 | 127% |
| Returns for 10 years | N/A | 67.19 | - |
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