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AGVDX vs CWICX
AGVDX vs CWICX Comparison
Open Charts AGVDX vs CWICX
American Funds Global Insight C
Price$27.72
Change-$0.36 (-1.28%)
VolumeN/A
Net Assets19.22B
American Funds Capital World Gr&Inc 529C
Price$75.64
Change-$1.39 (-1.80%)
VolumeN/A
Net Assets144.09B
AGVDX vs CWICX Comparison Chart in %
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AGVDX vs. CWICX commentary
Nov 14, 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 Hold and CWICX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 144B vs. AGVDX (19.2B). CWICX pays higher dividends than AGVDX: CWICX (0.70) vs AGVDX (0.16). AGVDX was incepted earlier than CWICX: AGVDX (6 years) vs CWICX (24 years). AGVDX (1.56) and CWICX (1.53) have similar cost to investors . CWICX is a more actively managed with annual turnover of: 27.00 vs. AGVDX (21.00). AGVDX (250) and CWICX (250) have matching initial minimum investment requirements. AGVDX annual gain was more profitable for investors over the last year : 18.65 vs. CWICX (14.14). AGVDX return over 5 years is better than : 54.47 vs. CWICX (45.37).
| AGVDX | CWICX | AGVDX / CWICX | |
| Total Expense Ratio | 1.56 | 1.53 | 102% |
| Annual Report Gross Expense Ratio | 1.56 | 1.53 | 102% |
| Fund Existence | 6 years | 24 years | - |
| Gain YTD | 21.296 | 22.596 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.2B | 144B | 13% |
| Annual Yield % from dividends | 0.16 | 0.70 | 23% |
| Returns for 1 year | 18.65 | 14.14 | 132% |
| Returns for 3 years | 54.91 | 53.48 | 103% |
| Returns for 5 years | 54.47 | 45.37 | 120% |
| Returns for 10 years | N/A | 94.28 | - |
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