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AGVHX vs CWGFX
AGVHX vs CWGFX Comparison
Open Charts AGVHX vs CWGFX
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 F1
Price$56.67
Change-$0.43 (-0.75%)
VolumeN/A
Net Assets110.35B
AGVHX vs CWGFX Comparison Chart
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AGVHX vs. CWGFX 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 CWGFX is a Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 110B vs. AGVHX (13.9B). CWGFX pays higher dividends than AGVHX: CWGFX (1.59) vs AGVHX (1.26). 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 : -4.63 vs. CWGFX (-10.90). AGVHX return over 5 years is better than : 53.60 vs. CWGFX (37.20).
| 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 | -8.978 | -10.327 | 87% |
| 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 | 1.59 | 79% |
| Returns for 1 year | -4.63 | -10.90 | 43% |
| Returns for 3 years | 9.27 | 1.33 | 699% |
| Returns for 5 years | 53.60 | 37.20 | 144% |
| Returns for 10 years | 66.88 | 23.45 | 285% |
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