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AGVGX vs CWGFX
AGVGX vs CWGFX Comparison
Open Charts AGVGX vs CWGFX
American Funds Global Insight F-2
Price$25.15
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets16.57B
American Funds Capital World Gr&Inc F1
Price$66.91
Change-$0.04 (-0.06%)
VolumeN/A
Net Assets129.86B
AGVGX vs CWGFX Comparison Chart
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AGVGX vs. CWGFX commentary
May 23, 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: 130B vs. AGVGX (16.6B). CWGFX pays higher dividends than AGVGX: CWGFX (1.58) vs AGVGX (1.19). 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 : 9.65 vs. CWGFX (2.96). AGVGX return over 5 years is better than : 71.33 vs. CWGFX (54.36).
| 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 | 7.620 | 5.940 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.6B | 130B | 13% |
| Annual Yield % from dividends | 1.19 | 1.58 | 76% |
| Returns for 1 year | 9.65 | 2.96 | 326% |
| Returns for 3 years | 42.48 | 31.92 | 133% |
| Returns for 5 years | 71.33 | 54.36 | 131% |
| Returns for 10 years | N/A | 44.12 | - |
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