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AGVFX vs CWGFX
AGVFX vs CWGFX Comparison
Open Charts AGVFX vs CWGFX
American Funds Global Insight A
Price$26.48
Change-$0.03 (-0.11%)
VolumeN/A
Net Assets17.51B
American Funds Capital World Gr&Inc F1
Price$71.50
Change-$0.17 (-0.24%)
VolumeN/A
Net Assets136.27B
AGVFX vs CWGFX Comparison Chart in %
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AGVFX vs. CWGFX 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 CWGFX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 136B vs. AGVFX (17.5B). CWGFX pays higher dividends than AGVFX: CWGFX (1.42) vs AGVFX (0.77). 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 : 15.94 vs. CWGFX (10.81). AGVFX return over 5 years is better than : 60.74 vs. CWGFX (47.17).
| 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 | 24 years | - |
| Gain YTD | 13.826 | 13.967 | 99% |
| 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 | 1.42 | 54% |
| Returns for 1 year | 15.94 | 10.81 | 147% |
| Returns for 3 years | 50.29 | 49.07 | 102% |
| Returns for 5 years | 60.74 | 47.17 | 129% |
| Returns for 10 years | N/A | 62.23 | - |
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