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AGVGX vs CWGFX
AGVGX vs CWGFX Comparison
Open Charts AGVGX vs CWGFX
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 F1
Price$61.51
Change-$2.22 (-3.48%)
VolumeN/A
Net Assets123.19B
AGVGX vs CWGFX Comparison Chart
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AGVGX vs. CWGFX 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 CWGFX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 123B vs. AGVGX (15.5B). CWGFX pays higher dividends than AGVGX: CWGFX (1.59) vs AGVGX (1.21). AGVGX was incepted earlier than CWGFX: AGVGX (5 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 : 2.89 vs. CWGFX (0.19). AGVGX return over 5 years is better than : 79.40 vs. CWGFX (68.06).
| AGVGX | CWGFX | AGVGX / CWGFX | |
| Total Expense Ratio | 0.54 | 0.80 | 68% |
| Annual Report Gross Expense Ratio | 0.54 | 0.80 | 68% |
| Fund Existence | 5 years | 24 years | - |
| Gain YTD | -1.584 | 0.845 | -187% |
| 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 | 1.59 | 76% |
| Returns for 1 year | 2.89 | 0.19 | 1,523% |
| Returns for 3 years | 15.51 | 11.40 | 136% |
| Returns for 5 years | 79.40 | 68.06 | 117% |
| Returns for 10 years | N/A | 40.90 | - |
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