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AGVEX vs CWICX
AGVEX vs CWICX Comparison
Open Charts AGVEX vs CWICX
American Funds Global Insight F-1
Price$27.83
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets18.69B
American Funds Capital World Gr&Inc 529C
Price$74.92
Change-$0.08 (-0.11%)
VolumeN/A
Net Assets140.97B
AGVEX vs CWICX Comparison Chart in %
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AGVEX vs. CWICX commentary
Oct 19, 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 Hold.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 141B vs. AGVEX (18.7B). CWICX (0.71) and AGVEX (0.69) 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 : 15.73 vs. CWICX (9.93). AGVEX return over 5 years is better than : 62.62 vs. CWICX (48.22).
| 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 | 19.391 | 19.238 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.7B | 141B | 13% |
| Annual Yield % from dividends | 0.69 | 0.71 | 98% |
| Returns for 1 year | 15.73 | 9.93 | 158% |
| Returns for 3 years | 69.06 | 64.13 | 108% |
| Returns for 5 years | 62.62 | 48.22 | 130% |
| Returns for 10 years | N/A | 85.05 | - |
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