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AGVEX vs WGIFX
AGVEX vs WGIFX Comparison
Open Charts AGVEX vs WGIFX
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 F2
Price$76.10
Change-$1.40 (-1.81%)
VolumeN/A
Net Assets144.09B
AGVEX vs WGIFX Comparison Chart in %
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AGVEX vs. WGIFX 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 WGIFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 144B vs. AGVEX (19.2B). WGIFX pays higher dividends than AGVEX: WGIFX (1.56) vs AGVEX (0.68). 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 : 19.53 vs. WGIFX (15.32). AGVEX return over 5 years is better than : 59.31 vs. WGIFX (49.19).
| 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 | 22.094 | 23.660 | 93% |
| 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 | 1.56 | 44% |
| Returns for 1 year | 19.53 | 15.32 | 128% |
| Returns for 3 years | 58.44 | 57.23 | 102% |
| Returns for 5 years | 59.31 | 49.19 | 121% |
| Returns for 10 years | N/A | 87.75 | - |
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