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AGVEX vs WGIFX
AGVEX vs WGIFX Comparison
Open Charts AGVEX vs WGIFX
American Funds Global Insight F-1
Price$26.45
Change+$0.13 (+0.49%)
VolumeN/A
Net Assets17.4B
American Funds Capital World Gr&Inc F2
Price$71.48
Change+$0.46 (+0.65%)
VolumeN/A
Net Assets135.98B
AGVEX vs WGIFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 136B vs. AGVEX (17.4B). WGIFX pays higher dividends than AGVEX: WGIFX (1.67) vs AGVEX (0.73). AGVEX was incepted earlier than WGIFX: AGVEX (6 years) vs WGIFX (17 years). AGVEX (0.82) is less costly to investors than WGIFX (0.52). WGIFX is a more actively managed with annual turnover of: 27.00 vs. AGVEX (21.00). AGVEX (250) and WGIFX (250) have matching initial minimum investment requirements. AGVEX annual gain was more profitable for investors over the last year : 15.12 vs. WGIFX (9.60). AGVEX return over 5 years is better than : 66.65 vs. WGIFX (54.28).
| AGVEX | WGIFX | AGVEX / WGIFX | |
| Total Expense Ratio | 0.82 | 0.52 | 158% |
| Annual Report Gross Expense Ratio | 0.82 | 0.52 | 158% |
| Fund Existence | 6 years | 17 years | - |
| Gain YTD | 13.471 | 13.694 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.4B | 136B | 13% |
| Annual Yield % from dividends | 0.73 | 1.67 | 44% |
| Returns for 1 year | 15.12 | 9.60 | 157% |
| Returns for 3 years | 53.97 | 51.13 | 106% |
| Returns for 5 years | 66.65 | 54.28 | 123% |
| Returns for 10 years | N/A | 64.28 | - |
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