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AGVEX vs CWIAX
AGVEX vs CWIAX Comparison
Open Charts AGVEX vs CWIAX
American Funds Global Insight F-1
Price$26.91
Change-$0.03 (-0.11%)
VolumeN/A
Net Assets17.97B
American Funds Capital World Gr&Inc 529A
Price$72.47
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets137.49B
AGVEX vs CWIAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 137B vs. AGVEX (18B). CWIAX pays higher dividends than AGVEX: CWIAX (1.46) vs AGVEX (0.73). 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 : 15.67 vs. CWIAX (11.41). AGVEX return over 5 years is better than : 60.31 vs. CWIAX (51.32).
| 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 | 15.444 | 15.485 | 100% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18B | 137B | 13% |
| Annual Yield % from dividends | 0.73 | 1.46 | 50% |
| Returns for 1 year | 15.67 | 11.41 | 137% |
| Returns for 3 years | 44.51 | 42.58 | 105% |
| Returns for 5 years | 60.31 | 51.32 | 118% |
| Returns for 10 years | N/A | 85.94 | - |
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