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AGVFX vs CWICX
AGVFX vs CWICX Comparison
Open Charts AGVFX vs CWICX
American Funds Global Insight A
Price$22.48
Change+$1.31 (+6.19%)
VolumeN/A
Net Assets13.88B
American Funds Capital World Gr&Inc 529C
Price$60.34
Change+$3.88 (+6.87%)
VolumeN/A
Net Assets109.46B
AGVFX vs CWICX Comparison Chart
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AGVFX vs. CWICX 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 CWICX is a Buy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 109B vs. AGVFX (13.9B). CWICX (0.87) and AGVFX (0.87) have matching dividends . AGVFX was incepted earlier than CWICX: AGVFX (5 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 : -4.99 vs. CWICX (-11.55). AGVFX return over 5 years is better than : 51.71 vs. CWICX (36.19).
| AGVFX | CWICX | AGVFX / CWICX | |
| Total Expense Ratio | 0.86 | 1.53 | 56% |
| Annual Report Gross Expense Ratio | 0.86 | 1.53 | 56% |
| Fund Existence | 5 years | 23 years | - |
| Gain YTD | -9.103 | -10.487 | 87% |
| 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 | 0.87 | 100% |
| Returns for 1 year | -4.99 | -11.55 | 43% |
| Returns for 3 years | 7.92 | 0.73 | 1,090% |
| Returns for 5 years | 51.71 | 36.19 | 143% |
| Returns for 10 years | N/A | 30.69 | - |
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