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AGVDX vs CWGFX
AGVDX vs CWGFX Comparison
Open Charts AGVDX vs CWGFX
American Funds Global Insight C
Price$27.94
Change+$0.12 (+0.43%)
VolumeN/A
Net Assets19.12B
American Funds Capital World Gr&Inc F1
Price$77.14
Change+$0.55 (+0.72%)
VolumeN/A
Net Assets142.32B
AGVDX vs CWGFX Comparison Chart in %
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AGVDX vs. CWGFX commentary
Dec 04, 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 AGVDX is a StrongBuy and CWGFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 142B vs. AGVDX (19.1B). CWGFX pays higher dividends than AGVDX: CWGFX (1.31) vs AGVDX (0.16). AGVDX was incepted earlier than CWGFX: AGVDX (6 years) vs CWGFX (25 years). AGVDX (1.56) is less costly to investors than CWGFX (0.80). CWGFX is a more actively managed with annual turnover of: 27.00 vs. AGVDX (21.00). AGVDX (250) and CWGFX (250) have matching initial minimum investment requirements. AGVDX annual gain was more profitable for investors over the last year : 16.17 vs. CWGFX (12.58). AGVDX return over 5 years is better than : 48.73 vs. CWGFX (41.11).
| AGVDX | CWGFX | AGVDX / CWGFX | |
| Total Expense Ratio | 1.56 | 0.80 | 195% |
| Annual Report Gross Expense Ratio | 1.56 | 0.80 | 195% |
| Fund Existence | 6 years | 25 years | - |
| Gain YTD | 19.957 | 21.970 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.1B | 142B | 13% |
| Annual Yield % from dividends | 0.16 | 1.31 | 12% |
| Returns for 1 year | 16.17 | 12.58 | 128% |
| Returns for 3 years | 48.66 | 49.31 | 99% |
| Returns for 5 years | 48.73 | 41.11 | 119% |
| Returns for 10 years | N/A | 79.52 | - |
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