Interact to see
Advertisement
Advertisement
AGVEX vs WGIFX
AGVEX vs WGIFX Comparison
Open Charts AGVEX vs WGIFX
American Funds Global Insight F-1
Price$26.91
Change-$0.03 (-0.11%)
VolumeN/A
Net Assets17.97B
American Funds Capital World Gr&Inc F2
Price$72.70
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets137.49B
AGVEX vs WGIFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 137B vs. AGVEX (18B). 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 : 15.67 vs. WGIFX (11.69). AGVEX return over 5 years is better than : 60.31 vs. WGIFX (48.82).
| 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 | 15.444 | 15.635 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18B | 137B | 13% |
| Annual Yield % from dividends | 0.73 | 1.67 | 44% |
| Returns for 1 year | 15.67 | 11.69 | 134% |
| Returns for 3 years | 44.51 | 42.11 | 106% |
| Returns for 5 years | 60.31 | 48.82 | 124% |
| Returns for 10 years | N/A | 65.73 | - |
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 % |
| CPST | 26.47 | 0.11 | +0.41% |
| Calamos S&P 500 Str Alt Prt ETF-Sep | |||
| HYGH | 86.33 | 0.17 | +0.20% |
| iShares Interest Rate Hdg Hi Yld Bd ETF | |||
| IMCG | 80.72 | -0.11 | -0.14% |
| iShares Morningstar Mid-Cap Growth ETF | |||
| IVVB | 31.91 | -0.05 | -0.16% |
| iShares Large Cap Deep Buffer ETF | |||
| EVUS | 30.73 | -0.07 | -0.24% |
| iShares ESG Aware MSCI USA Value ETF | |||