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AGVGX vs CWGFX
AGVGX vs CWGFX Comparison
Open Charts AGVGX vs CWGFX
American Funds Global Insight F-2
Price$26.54
Change+$0.13 (+0.49%)
VolumeN/A
Net Assets17.32B
American Funds Capital World Gr&Inc F1
Price$71.40
Change+$0.46 (+0.65%)
VolumeN/A
Net Assets135.13B
AGVGX vs CWGFX Comparison Chart in %
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AGVGX vs. CWGFX commentary
Jul 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 CWGFX is a Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 135B vs. AGVGX (17.3B). CWGFX pays higher dividends than AGVGX: CWGFX (1.42) vs AGVGX (1.08). AGVGX was incepted earlier than CWGFX: AGVGX (6 years) vs CWGFX (24 years). CWGFX (0.80) is less costly to investors than AGVGX (0.54). CWGFX is a more actively managed with annual turnover of: 27.00 vs. AGVGX (21.00). AGVGX (250) and CWGFX (250) have matching initial minimum investment requirements. AGVGX annual gain was more profitable for investors over the last year : 15.45 vs. CWGFX (9.29). AGVGX return over 5 years is better than : 68.71 vs. CWGFX (52.71).
| AGVGX | CWGFX | AGVGX / CWGFX | |
| Total Expense Ratio | 0.54 | 0.80 | 68% |
| Annual Report Gross Expense Ratio | 0.54 | 0.80 | 68% |
| Fund Existence | 6 years | 24 years | - |
| Gain YTD | 13.613 | 13.538 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.3B | 135B | 13% |
| Annual Yield % from dividends | 1.08 | 1.42 | 76% |
| Returns for 1 year | 15.45 | 9.29 | 166% |
| Returns for 3 years | 55.23 | 50.04 | 110% |
| Returns for 5 years | 68.71 | 52.71 | 130% |
| Returns for 10 years | N/A | 62.66 | - |
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