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AGVGX vs CWICX
AGVGX vs CWICX Comparison
Open Charts AGVGX vs CWICX
American Funds Global Insight F-2
Price$23.75
Change+$0.09 (+0.38%)
VolumeN/A
Net Assets15.43B
American Funds Capital World Gr&Inc 529C
Price$63.50
Change+$0.23 (+0.36%)
VolumeN/A
Net Assets122.78B
AGVGX vs CWICX Comparison Chart
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AGVGX vs. CWICX 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 CWICX is a Buy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 123B vs. AGVGX (15.4B). AGVGX pays higher dividends than CWICX: AGVGX (1.21) vs CWICX (0.87). AGVGX was incepted earlier than CWICX: AGVGX (5 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 : 6.57 vs. CWICX (0.09). AGVGX return over 5 years is better than : 85.33 vs. CWICX (66.86).
| AGVGX | CWICX | AGVGX / CWICX | |
| Total Expense Ratio | 0.54 | 1.53 | 35% |
| Annual Report Gross Expense Ratio | 0.54 | 1.53 | 35% |
| Fund Existence | 5 years | 23 years | - |
| Gain YTD | 1.670 | 0.674 | 248% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.4B | 123B | 13% |
| Annual Yield % from dividends | 1.21 | 0.87 | 139% |
| Returns for 1 year | 6.57 | 0.09 | 7,605% |
| Returns for 3 years | 20.20 | 11.72 | 172% |
| Returns for 5 years | 85.33 | 66.86 | 128% |
| Returns for 10 years | N/A | 50.22 | - |