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AGVFX vs CWGCX
AGVFX vs CWGCX Comparison
Open Charts AGVFX vs CWGCX
American Funds Global Insight A
Price$26.21
Change+$0.19 (+0.73%)
VolumeN/A
Net Assets17.11B
American Funds Capital World Gr&Inc C
Price$69.96
Change+$0.38 (+0.55%)
VolumeN/A
Net Assets134.14B
AGVFX vs CWGCX Comparison Chart in %
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AGVFX vs. CWGCX commentary
Jun 28, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 134B vs. AGVFX (17.1B). CWGCX pays higher dividends than AGVFX: CWGCX (0.87) vs AGVFX (0.80). AGVFX was incepted earlier than CWGCX: AGVFX (6 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 : 15.43 vs. CWGCX (8.85). AGVFX return over 5 years is better than : 70.61 vs. CWGCX (52.54).
| AGVFX | CWGCX | AGVFX / CWGCX | |
| Total Expense Ratio | 0.86 | 1.49 | 58% |
| Annual Report Gross Expense Ratio | 0.86 | 1.49 | 58% |
| Fund Existence | 6 years | 24 years | - |
| Gain YTD | 12.538 | 12.029 | 104% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.1B | 134B | 13% |
| Annual Yield % from dividends | 0.80 | 0.87 | 92% |
| Returns for 1 year | 15.43 | 8.85 | 174% |
| Returns for 3 years | 51.67 | 44.25 | 117% |
| Returns for 5 years | 70.61 | 52.54 | 134% |
| Returns for 10 years | N/A | 56.16 | - |
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