Interact to see
Advertisement
Advertisement
AGVDX vs CWICX
AGVDX vs CWICX Comparison
Open Charts AGVDX vs CWICX
American Funds Global Insight C
Price$26.86
Change+$0.22 (+0.83%)
VolumeN/A
Net Assets18.12B
American Funds Capital World Gr&Inc 529C
Price$72.99
Change+$0.32 (+0.44%)
VolumeN/A
Net Assets137.57B
AGVDX vs CWICX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AGVDX vs. CWICX commentary
Sep 09, 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 Buy and CWICX is a Buy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 138B vs. AGVDX (18.1B). CWICX pays higher dividends than AGVDX: CWICX (0.77) 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 : 15.58 vs. CWICX (12.28). AGVDX return over 5 years is better than : 56.19 vs. CWICX (45.28).
| 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 | 15.464 | 15.585 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.1B | 138B | 13% |
| Annual Yield % from dividends | 0.17 | 0.77 | 22% |
| Returns for 1 year | 15.58 | 12.28 | 127% |
| Returns for 3 years | 54.81 | 52.00 | 105% |
| Returns for 5 years | 56.19 | 45.28 | 124% |
| Returns for 10 years | N/A | 84.13 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers