Interact to see
Advertisement
Advertisement
AGVEX vs CWICX
AGVEX vs CWICX Comparison
Open Charts AGVEX vs CWICX
American Funds Global Insight F-1
Price$28.33
Change+$0.13 (+0.46%)
VolumeN/A
Net Assets19.12B
American Funds Capital World Gr&Inc 529C
Price$76.75
Change+$0.54 (+0.71%)
VolumeN/A
Net Assets142.32B
AGVEX vs CWICX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AGVEX vs. CWICX commentary
Dec 05, 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 StrongBuy and CWICX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 142B vs. AGVEX (19.1B). CWICX (0.69) 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 : 17.47 vs. CWICX (12.16). AGVEX return over 5 years is better than : 52.82 vs. CWICX (39.07).
| 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 | 21.536 | 22.150 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.1B | 142B | 13% |
| Annual Yield % from dividends | 0.68 | 0.69 | 98% |
| Returns for 1 year | 17.47 | 12.16 | 144% |
| Returns for 3 years | 53.01 | 48.14 | 110% |
| Returns for 5 years | 52.82 | 39.07 | 135% |
| Returns for 10 years | N/A | 89.32 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| SECT | 64.33 | 0.46 | +0.72% |
| Main Sector Rotation ETF | |||
| FFGX | 29.99 | 0.11 | +0.38% |
| Fidelity Fundamental Global ex-U.S. ETF | |||
| BCUS | 32.37 | 0.09 | +0.27% |
| BANCREEK U.S. Large Cap ETF | |||
| CEMB | 45.92 | 0.08 | +0.17% |
| iShares JP Morgan EM Corporate Bond ETF | |||
| MBBB | 21.79 | 0.03 | +0.14% |
| VanEck Mdy's Aly BBB Corp Bd ETF | |||