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AGVEX vs CWIAX
AGVEX vs CWIAX Comparison
Open Charts AGVEX vs CWIAX
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).
| AGVEX | CWIAX | AGVEX / CWIAX | |
| Total Expense Ratio | 0.82 | 0.78 | 105% |
| Annual Report Gross Expense Ratio | 0.82 | 0.78 | 105% |
| Fund Existence | 6 years | 23 years | - |
| Gain YTD | 13.471 | 13.573 | 99% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.4B | 136B | 13% |
| Annual Yield % from dividends | 0.73 | 1.46 | 50% |
| Returns for 1 year | 15.12 | 9.32 | 162% |
| Returns for 3 years | 53.97 | 51.64 | 105% |
| Returns for 5 years | 66.65 | 56.88 | 117% |
| Returns for 10 years | N/A | 84.28 | - |
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