AGVEX
Price
$26.45
Change
+$0.13 (+0.49%)
Updated
Jul 3 closing price
Net Assets
17.4B
CWIAX
Price
$71.27
Change
+$0.45 (+0.64%)
Updated
Jul 3 closing price
Net Assets
135.98B
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AGVEX vs CWIAX

Header iconAGVEX vs CWIAX Comparison
Open Charts AGVEX vs CWIAXBanner chart's image
American Funds Global Insight F-1
Price$26.45
Change+$0.13 (+0.49%)
VolumeN/A
Net Assets17.4B
American Funds Capital World Gr&Inc 529A
Price$71.27
Change+$0.45 (+0.64%)
VolumeN/A
Net Assets135.98B
AGVEX vs CWIAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 136B vs. AGVEX (17.4B). CWIAX pays higher dividends than AGVEX: CWIAX (1.46) vs AGVEX (0.73). AGVEX was incepted earlier than CWIAX: AGVEX (6 years) vs CWIAX (23 years). AGVEX (0.82) and CWIAX (0.78) have similar cost to investors . CWIAX is a more actively managed with annual turnover of: 27.00 vs. AGVEX (21.00). AGVEX (250) and CWIAX (250) have matching initial minimum investment requirements. AGVEX annual gain was more profitable for investors over the last year : 15.12 vs. CWIAX (9.32). AGVEX return over 5 years is better than : 66.65 vs. CWIAX (56.88).
AGVEXCWIAXAGVEX / CWIAX
Total Expense Ratio0.820.78105%
Annual Report Gross Expense Ratio0.820.78105%
Fund Existence6 years23 years-
Gain YTD13.47113.57399%
Front LoadN/A4%-
Min. Initial Investment250250100%
Min. Initial Investment IRAN/AN/A-
Net Assets17.4B136B13%
Annual Yield % from dividends0.731.4650%
Returns for 1 year15.129.32162%
Returns for 3 years53.9751.64105%
Returns for 5 years66.6556.88117%
Returns for 10 yearsN/A84.28-
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