AGVFX
Price
$26.21
Change
+$0.19 (+0.73%)
Updated
Jun 27 closing price
Net Assets
17.11B
CWGFX
Price
$70.67
Change
+$0.38 (+0.54%)
Updated
Jun 27 closing price
Net Assets
134.14B
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AGVFX vs CWGFX

Header iconAGVFX vs CWGFX Comparison
Open Charts AGVFX vs CWGFXBanner chart's image
American Funds Global Insight A
Price$26.21
Change+$0.19 (+0.73%)
VolumeN/A
Net Assets17.11B
American Funds Capital World Gr&Inc F1
Price$70.67
Change+$0.38 (+0.54%)
VolumeN/A
Net Assets134.14B
AGVFX vs CWGFX Comparison Chart in %
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AGVFX vs. CWGFX 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 CWGFX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 134B vs. AGVFX (17.1B). CWGFX pays higher dividends than AGVFX: CWGFX (1.49) vs AGVFX (0.80). AGVFX was incepted earlier than CWGFX: AGVFX (6 years) vs CWGFX (24 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 : 15.43 vs. CWGFX (9.64). AGVFX return over 5 years is better than : 70.61 vs. CWGFX (56.39).
AGVFXCWGFXAGVFX / CWGFX
Total Expense Ratio0.860.80108%
Annual Report Gross Expense Ratio0.860.80108%
Fund Existence6 years24 years-
Gain YTD12.53812.377101%
Front Load6%N/A-
Min. Initial Investment250250100%
Min. Initial Investment IRAN/AN/A-
Net Assets17.1B134B13%
Annual Yield % from dividends0.801.4954%
Returns for 1 year15.439.64160%
Returns for 3 years51.6746.88110%
Returns for 5 years70.6156.39125%
Returns for 10 yearsN/A60.20-
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