Interact to see
Advertisement
Advertisement
AGVEX vs WGIFX
AGVEX vs WGIFX Comparison
Open Charts AGVEX vs WGIFX
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 F2
Price$75.32
Change-$0.08 (-0.11%)
VolumeN/A
Net Assets140.97B
AGVEX vs WGIFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AGVEX vs. WGIFX 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 WGIFX is a Hold.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 141B vs. AGVEX (18.7B). WGIFX pays higher dividends than AGVEX: WGIFX (1.59) vs AGVEX (0.69). 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 : 15.73 vs. WGIFX (11.05). AGVEX return over 5 years is better than : 62.62 vs. WGIFX (52.11).
| 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 | 19.391 | 20.182 | 96% |
| 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 | 1.59 | 44% |
| Returns for 1 year | 15.73 | 11.05 | 142% |
| Returns for 3 years | 69.06 | 68.14 | 101% |
| Returns for 5 years | 62.62 | 52.11 | 120% |
| Returns for 10 years | N/A | 78.84 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement