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AGVDX vs CWICX
AGVDX vs CWICX Comparison
Open Charts AGVDX vs CWICX
American Funds Global Insight C
Price$26.61
Change-$0.02 (-0.08%)
VolumeN/A
Net Assets17.97B
American Funds Capital World Gr&Inc 529C
Price$72.26
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets137.49B
AGVDX vs CWICX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 137B vs. AGVDX (18B). CWICX pays higher dividends than AGVDX: CWICX (0.78) vs AGVDX (0.17). 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 : 14.86 vs. CWICX (10.56). AGVDX return over 5 years is better than : 55.49 vs. CWICX (45.65).
| 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 | 14.946 | 14.932 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18B | 137B | 13% |
| Annual Yield % from dividends | 0.17 | 0.78 | 22% |
| Returns for 1 year | 14.86 | 10.56 | 141% |
| Returns for 3 years | 41.32 | 39.33 | 105% |
| Returns for 5 years | 55.49 | 45.65 | 122% |
| Returns for 10 years | N/A | 72.26 | - |
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