Ad is loading...
AGVEX vs CWICX
AGVEX vs CWICX Comparison
Open Charts AGVEX vs CWICX
American Funds Global Insight F-1
Price$23.34
Change-$0.65 (-2.71%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc 529C
Price$63.26
Change-$1.79 (-2.75%)
VolumeN/A
CapitalizationN/A
AGVEX vs CWICX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
AGVEX vs. CWICX commentary
Dec 19, 2024
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: 121B vs. AGVEX (15.4B). 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 : 14.66 vs. CWICX (11.37). AGVEX return over 5 years is better than : 48.45 vs. CWICX (32.23).
| 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 | 13.266 | 9.826 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.4B | 121B | 13% |
| Annual Yield % from dividends | 1.13 | 0.97 | 116% |
| Returns for 1 year | 14.66 | 11.37 | 129% |
| Returns for 3 years | 17.13 | 9.77 | 175% |
| Returns for 5 years | 48.45 | 32.23 | 150% |
| Returns for 10 years | N/A | 57.01 | - |