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AGVHX vs CWICX
AGVHX vs CWICX Comparison
Open Charts AGVHX vs CWICX
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 529C
Price$68.55
Change+$0.25 (+0.37%)
VolumeN/A
Net Assets130.86B
AGVHX vs CWICX Comparison Chart
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AGVHX vs. CWICX 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 CWICX is a Buy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 131B vs. AGVHX (16.7B). AGVHX pays higher dividends than CWICX: AGVHX (1.17) vs CWICX (0.82). AGVHX was incepted earlier than CWICX: AGVHX (14 years) vs CWICX (23 years). CWICX (1.53) is less costly to investors than AGVHX (0.45). CWICX is a more actively managed with annual turnover of: 27.00 vs. AGVHX (21.00). CWICX has a lower initial minimum investment than AGVHX: CWICX (250) vs AGVHX (1000000). AGVHX annual gain was more profitable for investors over the last year : 12.89 vs. CWICX (5.54). AGVHX return over 5 years is better than : 62.80 vs. CWICX (44.63).
| AGVHX | CWICX | AGVHX / CWICX | |
| Total Expense Ratio | 0.45 | 1.53 | 29% |
| Annual Report Gross Expense Ratio | 0.45 | 1.53 | 29% |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | 10.560 | 8.680 | 122% |
| 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 | 0.82 | 143% |
| Returns for 1 year | 12.89 | 5.54 | 233% |
| Returns for 3 years | 39.81 | 28.16 | 141% |
| Returns for 5 years | 62.80 | 44.63 | 141% |
| Returns for 10 years | 105.08 | 61.86 | 170% |
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