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AGVFX vs CWGCX
AGVFX vs CWGCX Comparison
Open Charts AGVFX vs CWGCX
American Funds Global Insight A
Price$22.48
Change+$1.31 (+6.19%)
VolumeN/A
Net Assets13.88B
American Funds Capital World Gr&Inc C
Price$59.96
Change+$3.86 (+6.88%)
VolumeN/A
Net Assets109.46B
AGVFX vs CWGCX Comparison Chart
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AGVFX vs. CWGCX commentary
Apr 11, 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 AGVFX is a StrongBuy and CWGCX is a Buy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 109B vs. AGVFX (13.9B). CWGCX pays higher dividends than AGVFX: CWGCX (0.93) vs AGVFX (0.87). AGVFX was incepted earlier than CWGCX: AGVFX (5 years) vs CWGCX (24 years). CWGCX (1.49) is less costly to investors than AGVFX (0.86). CWGCX is a more actively managed with annual turnover of: 27.00 vs. AGVFX (21.00). AGVFX (250) and CWGCX (250) have matching initial minimum investment requirements. AGVFX annual gain was more profitable for investors over the last year : -4.99 vs. CWGCX (-11.55). AGVFX return over 5 years is better than : 51.71 vs. CWGCX (34.01).
| AGVFX | CWGCX | AGVFX / CWGCX | |
| Total Expense Ratio | 0.86 | 1.49 | 58% |
| Annual Report Gross Expense Ratio | 0.86 | 1.49 | 58% |
| Fund Existence | 5 years | 24 years | - |
| Gain YTD | -9.103 | -10.472 | 87% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.9B | 109B | 13% |
| Annual Yield % from dividends | 0.87 | 0.93 | 94% |
| Returns for 1 year | -4.99 | -11.55 | 43% |
| Returns for 3 years | 7.92 | -0.30 | -2,634% |
| Returns for 5 years | 51.71 | 34.01 | 152% |
| Returns for 10 years | N/A | 20.56 | - |