Ad is loading...
AGVGX vs CWGCX
AGVGX vs CWGCX Comparison
Open Charts AGVGX vs CWGCX
American Funds Global Insight F-2
Price$22.99
Change-$0.76 (-3.20%)
VolumeN/A
Net Assets15.5B
American Funds Capital World Gr&Inc C
Price$60.90
Change-$2.20 (-3.49%)
VolumeN/A
Net Assets123.19B
AGVGX vs CWGCX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
AGVGX vs. CWGCX commentary
Apr 04, 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 AGVGX is a StrongBuy and CWGCX is a Buy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 123B vs. AGVGX (15.5B). AGVGX pays higher dividends than CWGCX: AGVGX (1.21) vs CWGCX (0.93). AGVGX was incepted earlier than CWGCX: AGVGX (5 years) vs CWGCX (24 years). CWGCX (1.49) is less costly to investors than AGVGX (0.54). CWGCX is a more actively managed with annual turnover of: 27.00 vs. AGVGX (21.00). AGVGX (250) and CWGCX (250) have matching initial minimum investment requirements. AGVGX annual gain was more profitable for investors over the last year : 2.89 vs. CWGCX (-0.53). AGVGX return over 5 years is better than : 79.40 vs. CWGCX (64.18).
| AGVGX | CWGCX | AGVGX / CWGCX | |
| Total Expense Ratio | 0.54 | 1.49 | 36% |
| Annual Report Gross Expense Ratio | 0.54 | 1.49 | 36% |
| Fund Existence | 5 years | 24 years | - |
| Gain YTD | -1.584 | 0.700 | -226% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.5B | 123B | 13% |
| Annual Yield % from dividends | 1.21 | 0.93 | 131% |
| Returns for 1 year | 2.89 | -0.53 | -541% |
| Returns for 3 years | 15.51 | 9.63 | 161% |
| Returns for 5 years | 79.40 | 64.18 | 124% |
| Returns for 10 years | N/A | 37.61 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...