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AGVEX vs CWICX
AGVEX vs CWICX Comparison
Open Charts AGVEX vs CWICX
American Funds Global Insight F-1
Price$25.60
Change-$0.07 (-0.27%)
VolumeN/A
Net Assets16.75B
American Funds Capital World Gr&Inc 529C
Price$68.30
Change-$0.01 (-0.01%)
VolumeN/A
Net Assets130.86B
AGVEX vs CWICX Comparison Chart
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AGVEX vs. CWICX commentary
Jun 07, 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 Buy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 131B vs. AGVEX (16.7B). 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 : 12.31 vs. CWICX (5.33). AGVEX return over 5 years is better than : 59.70 vs. CWICX (44.12).
| 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 | 10.124 | 8.300 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.7B | 131B | 13% |
| Annual Yield % from dividends | 0.76 | 0.82 | 93% |
| Returns for 1 year | 12.31 | 5.33 | 231% |
| Returns for 3 years | 39.08 | 28.62 | 137% |
| Returns for 5 years | 59.70 | 44.12 | 135% |
| Returns for 10 years | N/A | 61.04 | - |
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