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AGVHX vs CWICX
AGVHX vs CWICX Comparison
Open Charts AGVHX vs CWICX
American Funds Global Insight F-3
Price$27.71
Change-$0.27 (-0.96%)
VolumeN/A
Net Assets18.8B
American Funds Capital World Gr&Inc 529C
Price$74.17
Change-$0.68 (-0.91%)
VolumeN/A
Net Assets139.93B
AGVHX vs CWICX Comparison Chart in %
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AGVHX vs. CWICX commentary
Nov 20, 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 CWICX is a Hold.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 140B vs. AGVHX (18.8B). AGVHX pays higher dividends than CWICX: AGVHX (1.05) vs CWICX (0.70). AGVHX was incepted earlier than CWICX: AGVHX (15 years) vs CWICX (24 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 : 17.57 vs. CWICX (11.27). AGVHX return over 5 years is better than : 56.06 vs. CWICX (39.19).
| AGVHX | CWICX | AGVHX / CWICX | |
| Total Expense Ratio | 0.45 | 1.53 | 29% |
| Annual Report Gross Expense Ratio | 0.45 | 1.53 | 29% |
| Fund Existence | 15 years | 24 years | - |
| Gain YTD | 18.469 | 18.044 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.8B | 140B | 13% |
| Annual Yield % from dividends | 1.05 | 0.70 | 151% |
| Returns for 1 year | 17.57 | 11.27 | 156% |
| Returns for 3 years | 54.78 | 48.04 | 114% |
| Returns for 5 years | 56.06 | 39.19 | 143% |
| Returns for 10 years | 127.23 | 81.62 | 156% |
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