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AGVFX vs CWGFX
AGVFX vs CWGFX Comparison
Open Charts AGVFX vs CWGFX
American Funds Global Insight A
Price$24.30
Change-$0.28 (-1.14%)
VolumeN/A
Net Assets15.95B
American Funds Capital World Gr&Inc F1
Price$66.11
Change-$0.88 (-1.31%)
VolumeN/A
Net Assets130.16B
AGVFX vs CWGFX Comparison Chart
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AGVFX vs. CWGFX commentary
Feb 22, 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.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 130B vs. AGVFX (15.9B). CWGFX pays higher dividends than AGVFX: CWGFX (1.64) vs AGVFX (1.09). AGVFX was incepted earlier than CWGFX: AGVFX (5 years) vs CWGFX (24 years). CWGFX is a more actively managed with annual turnover of: 27.00 vs. AGVFX (23.00). AGVFX (250) and CWGFX (250) have matching initial minimum investment requirements. AGVFX annual gain was more profitable for investors over the last year : 13.66 vs. CWGFX (10.53). AGVFX return over 5 years is better than : 49.35 vs. CWGFX (34.60).
| AGVFX | CWGFX | AGVFX / CWGFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 24 years | - |
| Gain YTD | 5.882 | 5.964 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.9B | 130B | 12% |
| Annual Yield % from dividends | 1.09 | 1.64 | 67% |
| Returns for 1 year | 13.66 | 10.53 | 130% |
| Returns for 3 years | 24.48 | 16.92 | 145% |
| Returns for 5 years | 49.35 | 34.60 | 143% |
| Returns for 10 years | N/A | 47.13 | - |
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