Interact to see
Advertisement
Advertisement
AGVEX vs WGIFX
AGVEX vs WGIFX Comparison
Open Charts AGVEX vs WGIFX
American Funds Global Insight F-1
Price$28.96
Change+$0.95 (+3.39%)
VolumeN/A
Net Assets19.37B
American Funds Capital World Gr&Inc F2
Price$74.90
Change-$1.04 (-1.37%)
VolumeN/A
Net Assets142.37B
AGVEX vs WGIFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AGVEX vs. WGIFX commentary
Feb 04, 2026
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 WGIFX is a Buy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 142B vs. AGVEX (19.4B). WGIFX pays higher dividends than AGVEX: WGIFX (1.65) vs AGVEX (0.77). AGVEX was incepted earlier than WGIFX: AGVEX (6 years) vs WGIFX (18 years). AGVEX (0.82) is less costly to investors than WGIFX (0.52). AGVEX is a more actively managed with annual turnover of: 35.00 vs. WGIFX (27.00). AGVEX (250) and WGIFX (250) have matching initial minimum investment requirements. AGVEX annual gain was more profitable for investors over the last year : 21.48 vs. WGIFX (16.51). AGVEX return over 5 years is better than : 53.10 vs. WGIFX (32.04).
| 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 | 18 years | - |
| Gain YTD | 2.332 | 4.946 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.4B | 142B | 14% |
| Annual Yield % from dividends | 0.77 | 1.65 | 47% |
| Returns for 1 year | 21.48 | 16.51 | 130% |
| Returns for 3 years | 52.39 | 44.27 | 118% |
| Returns for 5 years | 53.10 | 32.04 | 166% |
| Returns for 10 years | N/A | 102.12 | - |
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 % |
| MEXX | 35.53 | 4.08 | +12.97% |
| Direxion Dly MSCI Mexico Bull 3X ShsETF | |||
| SDOW | 29.84 | 0.32 | +1.08% |
| ProShares UltraPro Short Dow30 | |||
| SDY | 150.46 | 1.25 | +0.84% |
| State Street® SPDR® S&P® Dividend ETF | |||
| FLHY | 24.49 | -0.03 | -0.12% |
| Franklin High Yield Corporate ETF | |||
| FHDG | 34.22 | -0.12 | -0.34% |
| FT Vest U.S. Eq Qt Dyn Buffr ETF | |||