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AGVHX vs CWGFX
AGVHX vs CWGFX Comparison
Open Charts AGVHX vs CWGFX
American Funds Global Insight F-3
Price$25.86
Change+$0.12 (+0.47%)
VolumeN/A
Net Assets16.75B
American Funds Capital World Gr&Inc F1
Price$68.89
Change+$0.25 (+0.36%)
VolumeN/A
Net Assets130.86B
AGVHX vs CWGFX Comparison Chart
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AGVHX vs. CWGFX commentary
Jun 07, 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 Buy and CWGFX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 131B vs. AGVHX (16.7B). CWGFX pays higher dividends than AGVHX: CWGFX (1.49) vs AGVHX (1.17). AGVHX was incepted earlier than CWGFX: AGVHX (14 years) vs CWGFX (24 years). CWGFX (0.80) is less costly to investors than AGVHX (0.45). CWGFX is a more actively managed with annual turnover of: 27.00 vs. AGVHX (21.00). CWGFX has a lower initial minimum investment than AGVHX: CWGFX (250) vs AGVHX (1000000). AGVHX annual gain was more profitable for investors over the last year : 12.89 vs. CWGFX (6.31). AGVHX return over 5 years is better than : 62.80 vs. CWGFX (45.68).
| AGVHX | CWGFX | AGVHX / CWGFX | |
| Total Expense Ratio | 0.45 | 0.80 | 56% |
| Annual Report Gross Expense Ratio | 0.45 | 0.80 | 56% |
| Fund Existence | 14 years | 24 years | - |
| Gain YTD | 10.560 | 9.010 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.7B | 131B | 13% |
| Annual Yield % from dividends | 1.17 | 1.49 | 78% |
| Returns for 1 year | 12.89 | 6.31 | 204% |
| Returns for 3 years | 39.81 | 28.90 | 138% |
| Returns for 5 years | 62.80 | 45.68 | 137% |
| Returns for 10 years | 105.08 | 52.89 | 199% |
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