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AGVEX vs CWGCX
AGVEX vs CWGCX Comparison
Open Charts AGVEX vs CWGCX
American Funds Global Insight F-1
Price$27.83
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets18.69B
American Funds Capital World Gr&Inc C
Price$74.44
Change-$0.08 (-0.11%)
VolumeN/A
Net Assets140.97B
AGVEX vs CWGCX Comparison Chart in %
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AGVEX vs. CWGCX commentary
Oct 19, 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 AGVEX is a Hold and CWGCX is a Hold.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 141B vs. AGVEX (18.7B). CWGCX pays higher dividends than AGVEX: CWGCX (0.77) vs AGVEX (0.69). AGVEX was incepted earlier than CWGCX: AGVEX (6 years) vs CWGCX (25 years). CWGCX (1.49) is less costly to investors than AGVEX (0.82). CWGCX is a more actively managed with annual turnover of: 27.00 vs. AGVEX (21.00). AGVEX (250) and CWGCX (250) have matching initial minimum investment requirements. AGVEX annual gain was more profitable for investors over the last year : 15.73 vs. CWGCX (9.93). AGVEX return over 5 years is better than : 62.62 vs. CWGCX (46.50).
| AGVEX | CWGCX | AGVEX / CWGCX | |
| Total Expense Ratio | 0.82 | 1.49 | 55% |
| Annual Report Gross Expense Ratio | 0.82 | 1.49 | 55% |
| Fund Existence | 6 years | 25 years | - |
| Gain YTD | 19.391 | 19.298 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.7B | 141B | 13% |
| Annual Yield % from dividends | 0.69 | 0.77 | 91% |
| Returns for 1 year | 15.73 | 9.93 | 158% |
| Returns for 3 years | 69.06 | 63.56 | 109% |
| Returns for 5 years | 62.62 | 46.50 | 135% |
| Returns for 10 years | N/A | 72.19 | - |
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