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AGVFX vs CWGCX
AGVFX vs CWGCX Comparison
Open Charts AGVFX vs CWGCX
American Funds Global Insight A
Price$25.71
Change+$0.13 (+0.51%)
VolumeN/A
Net Assets16.75B
American Funds Capital World Gr&Inc C
Price$68.12
Change+$0.24 (+0.35%)
VolumeN/A
Net Assets130.86B
AGVFX vs CWGCX Comparison Chart
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AGVFX vs. CWGCX 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 AGVFX is a StrongBuy and CWGCX is a Buy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 131B vs. AGVFX (16.7B). 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 : 12.49 vs. CWGCX (5.53). AGVFX return over 5 years is better than : 60.84 vs. CWGCX (42.30).
| 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 | 10.391 | 8.711 | 119% |
| Front Load | 6% | 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 | 0.80 | 0.87 | 92% |
| Returns for 1 year | 12.49 | 5.53 | 226% |
| Returns for 3 years | 38.09 | 26.86 | 142% |
| Returns for 5 years | 60.84 | 42.30 | 144% |
| Returns for 10 years | N/A | 49.31 | - |
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