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AGVEX vs CWICX
AGVEX vs CWICX Comparison
Open Charts AGVEX vs CWICX
American Funds Global Insight F-1
Price$28.09
Change-$0.37 (-1.30%)
VolumeN/A
Net Assets19.22B
American Funds Capital World Gr&Inc 529C
Price$75.64
Change-$1.39 (-1.80%)
VolumeN/A
Net Assets144.09B
AGVEX vs CWICX Comparison Chart in %
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AGVEX vs. CWICX commentary
Nov 14, 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 Hold and CWICX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 144B vs. AGVEX (19.2B). CWICX (0.70) and AGVEX (0.68) have matching dividends . AGVEX was incepted earlier than CWICX: AGVEX (6 years) vs CWICX (24 years). CWICX (1.53) is less costly to investors than AGVEX (0.82). CWICX is a more actively managed with annual turnover of: 27.00 vs. AGVEX (21.00). AGVEX (250) and CWICX (250) have matching initial minimum investment requirements. AGVEX annual gain was more profitable for investors over the last year : 18.42 vs. CWICX (14.14). AGVEX return over 5 years is better than : 57.24 vs. CWICX (45.37).
| AGVEX | CWICX | AGVEX / CWICX | |
| Total Expense Ratio | 0.82 | 1.53 | 54% |
| Annual Report Gross Expense Ratio | 0.82 | 1.53 | 54% |
| Fund Existence | 6 years | 24 years | - |
| Gain YTD | 20.506 | 22.596 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.2B | 144B | 13% |
| Annual Yield % from dividends | 0.68 | 0.70 | 98% |
| Returns for 1 year | 18.42 | 14.14 | 130% |
| Returns for 3 years | 57.22 | 53.48 | 107% |
| Returns for 5 years | 57.24 | 45.37 | 126% |
| Returns for 10 years | N/A | 94.28 | - |
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