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AGVEX vs CWIAX
AGVEX vs CWIAX Comparison
Open Charts AGVEX vs CWIAX
American Funds Global Insight F-1
Price$26.95
Change+$0.16 (+0.60%)
VolumeN/A
Net Assets18.12B
American Funds Capital World Gr&Inc 529A
Price$72.92
Change+$0.34 (+0.47%)
VolumeN/A
Net Assets137.57B
AGVEX vs CWIAX Comparison Chart in %
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AGVEX vs. CWIAX commentary
Sep 08, 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 Buy and CWIAX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 138B vs. AGVEX (18.1B). CWIAX pays higher dividends than AGVEX: CWIAX (1.43) vs AGVEX (0.72). AGVEX was incepted earlier than CWIAX: AGVEX (6 years) vs CWIAX (24 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 : 16.43 vs. CWIAX (13.15). AGVEX return over 5 years is better than : 61.05 vs. CWIAX (50.93).
| 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 | 24 years | - |
| Gain YTD | 16.045 | 16.202 | 99% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.1B | 138B | 13% |
| Annual Yield % from dividends | 0.72 | 1.43 | 50% |
| Returns for 1 year | 16.43 | 13.15 | 125% |
| Returns for 3 years | 58.27 | 55.56 | 105% |
| Returns for 5 years | 61.05 | 50.93 | 120% |
| Returns for 10 years | N/A | 98.76 | - |
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