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AGVFX vs CWGFX
AGVFX vs CWGFX Comparison
Open Charts AGVFX vs CWGFX
American Funds Global Insight A
Price$22.48
Change+$1.31 (+6.19%)
VolumeN/A
Net Assets13.88B
American Funds Capital World Gr&Inc F1
Price$60.57
Change+$3.90 (+6.88%)
VolumeN/A
Net Assets109.46B
AGVFX vs CWGFX Comparison Chart
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AGVFX vs. CWGFX commentary
Apr 11, 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 Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 109B vs. AGVFX (13.9B). CWGFX pays higher dividends than AGVFX: CWGFX (1.59) vs AGVFX (0.87). AGVFX was incepted earlier than CWGFX: AGVFX (5 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 : -4.99 vs. CWGFX (-10.91). AGVFX return over 5 years is better than : 51.71 vs. CWGFX (37.20).
| AGVFX | CWGFX | AGVFX / CWGFX | |
| Total Expense Ratio | 0.86 | 0.80 | 108% |
| Annual Report Gross Expense Ratio | 0.86 | 0.80 | 108% |
| Fund Existence | 5 years | 24 years | - |
| Gain YTD | -9.103 | -10.327 | 88% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.9B | 109B | 13% |
| Annual Yield % from dividends | 0.87 | 1.59 | 55% |
| Returns for 1 year | -4.99 | -10.91 | 46% |
| Returns for 3 years | 7.92 | 1.33 | 597% |
| Returns for 5 years | 51.71 | 37.20 | 139% |
| Returns for 10 years | N/A | 23.45 | - |
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