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AGVEX vs CWGCX
AGVEX vs CWGCX Comparison
Open Charts AGVEX vs CWGCX
American Funds Global Insight F-1
Price$28.96
Change+$0.95 (+3.39%)
VolumeN/A
Net Assets19.37B
American Funds Capital World Gr&Inc C
Price$73.92
Change-$1.14 (-1.52%)
VolumeN/A
Net Assets142.37B
AGVEX vs CWGCX Comparison Chart in %
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AGVEX vs. CWGCX commentary
Feb 04, 2026
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 StrongBuy and CWGCX is a Buy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 142B vs. AGVEX (19.4B). CWGCX pays higher dividends than AGVEX: CWGCX (0.84) vs AGVEX (0.77). 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). AGVEX is a more actively managed with annual turnover of: 35.00 vs. CWGCX (27.00). AGVEX (250) and CWGCX (250) have matching initial minimum investment requirements. AGVEX annual gain was more profitable for investors over the last year : 21.48 vs. CWGCX (15.29). AGVEX return over 5 years is better than : 53.10 vs. CWGCX (26.77).
| 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 | 2.332 | 4.866 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.4B | 142B | 14% |
| Annual Yield % from dividends | 0.77 | 0.84 | 93% |
| Returns for 1 year | 21.48 | 15.29 | 140% |
| Returns for 3 years | 52.39 | 39.90 | 131% |
| Returns for 5 years | 53.10 | 26.77 | 198% |
| Returns for 10 years | N/A | 93.96 | - |
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