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AGVDX vs WGIFX
AGVDX vs WGIFX Comparison
Open Charts AGVDX vs WGIFX
American Funds Global Insight C
Price$26.86
Change+$0.22 (+0.83%)
VolumeN/A
Net Assets18.12B
American Funds Capital World Gr&Inc F2
Price$73.49
Change+$0.67 (+0.92%)
VolumeN/A
Net Assets137.57B
AGVDX vs WGIFX Comparison Chart in %
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AGVDX vs. WGIFX 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 WGIFX is a Buy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 138B vs. AGVDX (18.1B). WGIFX pays higher dividends than AGVDX: WGIFX (1.64) vs AGVDX (0.17). AGVDX was incepted earlier than WGIFX: AGVDX (6 years) vs WGIFX (17 years). AGVDX (1.56) is less costly to investors than WGIFX (0.52). WGIFX is a more actively managed with annual turnover of: 27.00 vs. AGVDX (21.00). AGVDX (250) and WGIFX (250) have matching initial minimum investment requirements. AGVDX annual gain was more profitable for investors over the last year : 15.58 vs. WGIFX (13.44). AGVDX return over 5 years is better than : 56.19 vs. WGIFX (48.42).
| AGVDX | WGIFX | AGVDX / WGIFX | |
| Total Expense Ratio | 1.56 | 0.52 | 300% |
| Annual Report Gross Expense Ratio | 1.56 | 0.52 | 300% |
| Fund Existence | 6 years | 17 years | - |
| Gain YTD | 15.464 | 16.367 | 94% |
| 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 | 1.64 | 10% |
| Returns for 1 year | 15.58 | 13.44 | 116% |
| Returns for 3 years | 54.81 | 55.06 | 100% |
| Returns for 5 years | 56.19 | 48.42 | 116% |
| Returns for 10 years | N/A | 77.16 | - |
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