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AGVEX vs CWIAX
AGVEX vs CWIAX Comparison
Open Charts AGVEX vs CWIAX
American Funds Global Insight F-1
Price$25.58
Change-$0.32 (-1.24%)
VolumeN/A
Net Assets16.77B
American Funds Capital World Gr&Inc 529A
Price$68.42
Change-$0.73 (-1.06%)
VolumeN/A
Net Assets131.04B
AGVEX vs CWIAX Comparison Chart
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FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 131B vs. AGVEX (16.8B). CWIAX pays higher dividends than AGVEX: CWIAX (1.52) vs AGVEX (0.76). 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 : 12.30 vs. CWIAX (6.31). AGVEX return over 5 years is better than : 65.48 vs. CWIAX (56.31).
| 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 | 9.738 | 9.031 | 108% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.8B | 131B | 13% |
| Annual Yield % from dividends | 0.76 | 1.52 | 50% |
| Returns for 1 year | 12.30 | 6.31 | 195% |
| Returns for 3 years | 51.73 | 45.37 | 114% |
| Returns for 5 years | 65.48 | 56.31 | 116% |
| Returns for 10 years | N/A | 73.44 | - |
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