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AGVFX vs CWGCX
AGVFX vs CWGCX Comparison
Open Charts AGVFX vs CWGCX
American Funds Global Insight A
Price$26.48
Change-$0.03 (-0.11%)
VolumeN/A
Net Assets17.51B
American Funds Capital World Gr&Inc C
Price$70.74
Change-$0.17 (-0.24%)
VolumeN/A
Net Assets136.27B
AGVFX vs CWGCX Comparison Chart in %
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AGVFX vs. CWGCX commentary
Jul 23, 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: 136B vs. AGVFX (17.5B). CWGCX pays higher dividends than AGVFX: CWGCX (0.83) vs AGVFX (0.77). 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 : 15.94 vs. CWGCX (9.99). AGVFX return over 5 years is better than : 60.74 vs. CWGCX (43.53).
| 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 | 13.826 | 13.550 | 102% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.5B | 136B | 13% |
| Annual Yield % from dividends | 0.77 | 0.83 | 93% |
| Returns for 1 year | 15.94 | 9.99 | 160% |
| Returns for 3 years | 50.29 | 46.41 | 108% |
| Returns for 5 years | 60.74 | 43.53 | 140% |
| Returns for 10 years | N/A | 58.14 | - |
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