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AGVEX vs CWGCX
AGVEX vs CWGCX Comparison
Open Charts AGVEX vs CWGCX
American Funds Global Insight F-1
Price$28.09
Change-$0.37 (-1.30%)
VolumeN/A
Net Assets19.22B
American Funds Capital World Gr&Inc C
Price$75.16
Change-$1.38 (-1.80%)
VolumeN/A
Net Assets144.09B
AGVEX vs CWGCX Comparison Chart in %
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AGVEX vs. CWGCX commentary
Nov 14, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 144B vs. AGVEX (19.2B). CWGCX pays higher dividends than AGVEX: CWGCX (0.75) vs AGVEX (0.68). 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 : 18.42 vs. CWGCX (14.15). AGVEX return over 5 years is better than : 57.24 vs. CWGCX (43.67).
| 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 | 20.506 | 22.663 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.2B | 144B | 13% |
| Annual Yield % from dividends | 0.68 | 0.75 | 91% |
| Returns for 1 year | 18.42 | 14.15 | 130% |
| Returns for 3 years | 57.22 | 52.93 | 108% |
| Returns for 5 years | 57.24 | 43.67 | 131% |
| Returns for 10 years | N/A | 80.72 | - |
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