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AGVGX vs CWICX
AGVGX vs CWICX Comparison
Open Charts AGVGX vs CWICX
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 529C
Price$66.60
Change-$0.04 (-0.06%)
VolumeN/A
Net Assets129.86B
AGVGX vs CWICX Comparison Chart
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AGVGX vs. CWICX 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 CWICX is a Buy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 130B vs. AGVGX (16.6B). AGVGX pays higher dividends than CWICX: AGVGX (1.19) vs CWICX (0.86). AGVGX was incepted earlier than CWICX: AGVGX (6 years) vs CWICX (23 years). CWICX (1.53) is less costly to investors than AGVGX (0.54). CWICX is a more actively managed with annual turnover of: 27.00 vs. AGVGX (21.00). AGVGX (250) and CWICX (250) have matching initial minimum investment requirements. AGVGX annual gain was more profitable for investors over the last year : 9.65 vs. CWICX (2.21). AGVGX return over 5 years is better than : 71.33 vs. CWICX (53.23).
| AGVGX | CWICX | AGVGX / CWICX | |
| Total Expense Ratio | 0.54 | 1.53 | 35% |
| Annual Report Gross Expense Ratio | 0.54 | 1.53 | 35% |
| Fund Existence | 6 years | 23 years | - |
| Gain YTD | 7.620 | 5.652 | 135% |
| 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 | 0.86 | 138% |
| Returns for 1 year | 9.65 | 2.21 | 437% |
| Returns for 3 years | 42.48 | 31.14 | 136% |
| Returns for 5 years | 71.33 | 53.23 | 134% |
| Returns for 10 years | N/A | 52.57 | - |
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