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AGVFX vs CWICX
AGVFX vs CWICX Comparison
Open Charts AGVFX vs CWICX
American Funds Global Insight A
Price$23.59
Change-$0.25 (-1.05%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc 529C
Price$66.75
Change-$0.71 (-1.05%)
VolumeN/A
CapitalizationN/A
AGVFX vs CWICX Comparison Chart
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AGVFX vs. CWICX commentary
Nov 18, 2024
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 Sell.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 125B vs. AGVFX (14.8B). AGVFX pays higher dividends than CWICX: AGVFX (1.09) vs CWICX (0.97). AGVFX was incepted earlier than CWICX: AGVFX (5 years) vs CWICX (23 years). CWICX is a more actively managed with annual turnover of: 27.00 vs. AGVFX (23.00). AGVFX (250) and CWICX (250) have matching initial minimum investment requirements. CWICX (18.17) and AGVFX (17.32) have marching annual gain over last year. AGVFX return over 5 years is better than : 47.38 vs. CWICX (38.65).
| AGVFX | CWICX | AGVFX / CWICX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 23 years | - |
| Gain YTD | 10.440 | 12.348 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.8B | 125B | 12% |
| Annual Yield % from dividends | 1.09 | 0.97 | 112% |
| Returns for 1 year | 17.32 | 18.17 | 95% |
| Returns for 3 years | 10.56 | 2.87 | 367% |
| Returns for 5 years | 47.38 | 38.65 | 123% |
| Returns for 10 years | N/A | 58.57 | - |
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