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AGVDX vs CWICX
AGVDX vs CWICX Comparison
Open Charts AGVDX vs CWICX
American Funds Global Insight C
Price$26.58
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets17.74B
American Funds Capital World Gr&Inc 529C
Price$71.99
Change+$0.03 (+0.04%)
VolumeN/A
Net Assets137.34B
AGVDX vs CWICX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 137B vs. AGVDX (17.7B). CWICX pays higher dividends than AGVDX: CWICX (0.78) vs AGVDX (0.17). AGVDX was incepted earlier than CWICX: AGVDX (6 years) vs CWICX (23 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 : 18.09 vs. CWICX (12.89). AGVDX return over 5 years is better than : 59.73 vs. CWICX (49.27).
| 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 | 23 years | - |
| Gain YTD | 14.816 | 14.503 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.7B | 137B | 13% |
| Annual Yield % from dividends | 0.17 | 0.78 | 22% |
| Returns for 1 year | 18.09 | 12.89 | 140% |
| Returns for 3 years | 49.91 | 48.95 | 102% |
| Returns for 5 years | 59.73 | 49.27 | 121% |
| Returns for 10 years | N/A | 70.95 | - |
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