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AGVHX vs CWGCX
AGVHX vs CWGCX Comparison
Open Charts AGVHX vs CWGCX
American Funds Global Insight F-3
Price$21.29
Change-$0.06 (-0.28%)
VolumeN/A
Net Assets13.92B
American Funds Capital World Gr&Inc C
Price$56.10
Change-$0.43 (-0.76%)
VolumeN/A
Net Assets110.35B
AGVHX vs CWGCX Comparison Chart
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AGVHX vs. CWGCX commentary
Apr 10, 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 AGVHX is a Hold and CWGCX is a Hold.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 110B vs. AGVHX (13.9B). AGVHX pays higher dividends than CWGCX: AGVHX (1.26) vs CWGCX (0.93). AGVHX was incepted earlier than CWGCX: AGVHX (14 years) vs CWGCX (24 years). CWGCX (1.49) is less costly to investors than AGVHX (0.45). CWGCX is a more actively managed with annual turnover of: 27.00 vs. AGVHX (21.00). CWGCX has a lower initial minimum investment than AGVHX: CWGCX (250) vs AGVHX (1000000). AGVHX annual gain was more profitable for investors over the last year : -4.63 vs. CWGCX (-11.54). AGVHX return over 5 years is better than : 53.60 vs. CWGCX (34.01).
| AGVHX | CWGCX | AGVHX / CWGCX | |
| Total Expense Ratio | 0.45 | 1.49 | 30% |
| Annual Report Gross Expense Ratio | 0.45 | 1.49 | 30% |
| Fund Existence | 14 years | 24 years | - |
| Gain YTD | -8.978 | -10.472 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.9B | 110B | 13% |
| Annual Yield % from dividends | 1.26 | 0.93 | 136% |
| Returns for 1 year | -4.63 | -11.54 | 40% |
| Returns for 3 years | 9.27 | -0.30 | -3,083% |
| Returns for 5 years | 53.60 | 34.01 | 158% |
| Returns for 10 years | 66.88 | 20.56 | 325% |
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