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AGVFX vs CWGFX
AGVFX vs CWGFX Comparison
Open Charts AGVFX vs CWGFX
American Funds Global Insight A
Price$27.99
Change-$0.14 (-0.50%)
VolumeN/A
Net Assets18.92B
American Funds Capital World Gr&Inc F1
Price$75.64
Change-$0.31 (-0.41%)
VolumeN/A
Net Assets142.48B
AGVFX vs CWGFX Comparison Chart in %
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AGVFX vs. CWGFX 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 AGVFX is a Buy and CWGFX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 142B vs. AGVFX (18.9B). CWGFX pays higher dividends than AGVFX: CWGFX (1.35) vs AGVFX (0.74). AGVFX was incepted earlier than CWGFX: AGVFX (6 years) vs CWGFX (25 years). AGVFX (0.86) is less costly to investors than CWGFX (0.80). CWGFX is a more actively managed with annual turnover of: 27.00 vs. AGVFX (21.00). AGVFX (250) and CWGFX (250) have matching initial minimum investment requirements. AGVFX annual gain was more profitable for investors over the last year : 17.27 vs. CWGFX (12.18). AGVFX return over 5 years is better than : 64.74 vs. CWGFX (51.81).
| AGVFX | CWGFX | AGVFX / CWGFX | |
| Total Expense Ratio | 0.86 | 0.80 | 108% |
| Annual Report Gross Expense Ratio | 0.86 | 0.80 | 108% |
| Fund Existence | 6 years | 25 years | - |
| Gain YTD | 20.180 | 20.583 | 98% |
| Front Load | 6% | 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 | 0.74 | 1.35 | 55% |
| Returns for 1 year | 17.27 | 12.18 | 142% |
| Returns for 3 years | 72.62 | 68.97 | 105% |
| Returns for 5 years | 64.74 | 51.81 | 125% |
| Returns for 10 years | N/A | 78.39 | - |
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