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AGVEX vs CWICX
AGVEX vs CWICX Comparison
Open Charts AGVEX vs CWICX
American Funds Global Insight F-1
Price$28.01
Change-$0.14 (-0.50%)
VolumeN/A
Net Assets18.92B
American Funds Capital World Gr&Inc 529C
Price$75.35
Change-$0.31 (-0.41%)
VolumeN/A
Net Assets142.48B
AGVEX vs CWICX Comparison Chart in %
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AGVEX vs. CWICX commentary
Oct 08, 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 Buy and CWICX is a Buy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 142B vs. AGVEX (18.9B). CWICX (0.71) and AGVEX (0.69) 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 : 17.30 vs. CWICX (11.35). AGVEX return over 5 years is better than : 63.95 vs. CWICX (49.53).
| 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 | 20.163 | 19.922 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.9B | 142B | 13% |
| Annual Yield % from dividends | 0.69 | 0.71 | 98% |
| Returns for 1 year | 17.30 | 11.35 | 152% |
| Returns for 3 years | 72.80 | 66.28 | 110% |
| Returns for 5 years | 63.95 | 49.53 | 129% |
| Returns for 10 years | N/A | 86.61 | - |
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