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AGVEX vs CWGFX
AGVEX vs CWGFX Comparison
Open Charts AGVEX vs CWGFX
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 F1
Price$74.79
Change-$1.05 (-1.38%)
VolumeN/A
Net Assets142.37B
AGVEX vs CWGFX Comparison Chart in %
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AGVEX vs. CWGFX 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 CWGFX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 142B vs. AGVEX (19.4B). CWGFX pays higher dividends than AGVEX: CWGFX (1.41) vs AGVEX (0.77). 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 . AGVEX is a more actively managed with annual turnover of: 35.00 vs. CWGFX (27.00). AGVEX (250) and CWGFX (250) have matching initial minimum investment requirements. AGVEX annual gain was more profitable for investors over the last year : 21.48 vs. CWGFX (16.18). AGVEX return over 5 years is better than : 53.10 vs. CWGFX (30.54).
| 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 | 2.332 | 4.924 | 47% |
| 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 | 1.41 | 55% |
| Returns for 1 year | 21.48 | 16.18 | 133% |
| Returns for 3 years | 52.39 | 43.02 | 122% |
| Returns for 5 years | 53.10 | 30.54 | 174% |
| Returns for 10 years | N/A | 99.82 | - |
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