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AGVEX vs CWGFX
AGVEX vs CWGFX Comparison
Open Charts AGVEX vs CWGFX
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 F1
Price$75.99
Change-$1.40 (-1.81%)
VolumeN/A
Net Assets144.09B
AGVEX vs CWGFX Comparison Chart in %
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AGVEX vs. CWGFX 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 CWGFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 144B vs. AGVEX (19.2B). CWGFX pays higher dividends than AGVEX: CWGFX (1.32) vs AGVEX (0.68). AGVEX was incepted earlier than CWGFX: AGVEX (6 years) vs CWGFX (25 years). AGVEX (0.82) and CWGFX (0.80) have similar cost to investors . CWGFX is a more actively managed with annual turnover of: 27.00 vs. AGVEX (21.00). AGVEX (250) and CWGFX (250) have matching initial minimum investment requirements. AGVEX annual gain was more profitable for investors over the last year : 18.42 vs. CWGFX (14.99). AGVEX return over 5 years is better than : 57.24 vs. CWGFX (47.60).
| AGVEX | CWGFX | AGVEX / CWGFX | |
| Total Expense Ratio | 0.82 | 0.80 | 103% |
| Annual Report Gross Expense Ratio | 0.82 | 0.80 | 103% |
| Fund Existence | 6 years | 25 years | - |
| Gain YTD | 20.506 | 23.373 | 88% |
| 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 | 1.32 | 52% |
| Returns for 1 year | 18.42 | 14.99 | 123% |
| Returns for 3 years | 57.22 | 55.97 | 102% |
| Returns for 5 years | 57.24 | 47.60 | 120% |
| Returns for 10 years | N/A | 85.73 | - |
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