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AGVFX vs CWICX
AGVFX vs CWICX Comparison
Open Charts AGVFX vs CWICX
American Funds Global Insight A
Price$25.33
Change-$0.14 (-0.55%)
VolumeN/A
Net Assets16.64B
American Funds Capital World Gr&Inc 529C
Price$67.96
Change-$0.29 (-0.42%)
VolumeN/A
Net Assets130.31B
AGVFX vs CWICX Comparison Chart in %
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AGVFX vs. CWICX commentary
Jun 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 CWICX is a Hold.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 130B vs. AGVFX (16.6B). CWICX (0.82) and AGVFX (0.80) have matching dividends . AGVFX was incepted earlier than CWICX: AGVFX (6 years) vs CWICX (23 years). CWICX (1.53) is less costly to investors than AGVFX (0.86). CWICX is a more actively managed with annual turnover of: 27.00 vs. AGVFX (21.00). AGVFX (250) and CWICX (250) have matching initial minimum investment requirements. AGVFX annual gain was more profitable for investors over the last year : 10.92 vs. CWICX (4.28). AGVFX return over 5 years is better than : 62.16 vs. CWICX (47.09).
| AGVFX | CWICX | AGVFX / CWICX | |
| Total Expense Ratio | 0.86 | 1.53 | 56% |
| Annual Report Gross Expense Ratio | 0.86 | 1.53 | 56% |
| Fund Existence | 6 years | 23 years | - |
| Gain YTD | 8.759 | 8.093 | 108% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.6B | 130B | 13% |
| Annual Yield % from dividends | 0.80 | 0.82 | 99% |
| Returns for 1 year | 10.92 | 4.28 | 255% |
| Returns for 3 years | 48.92 | 41.38 | 118% |
| Returns for 5 years | 62.16 | 47.09 | 132% |
| Returns for 10 years | N/A | 56.83 | - |
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