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AGVEX vs WGIFX
AGVEX vs WGIFX Comparison
Open Charts AGVEX vs WGIFX
American Funds Global Insight F-1
Price$28.48
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets19.12B
American Funds Capital World Gr&Inc F2
Price$71.84
Change+$0.08 (+0.11%)
VolumeN/A
Net Assets142.32B
AGVEX vs WGIFX Comparison Chart in %
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AGVEX vs. WGIFX commentary
Dec 28, 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: 142B vs. AGVEX (19.1B). WGIFX pays higher dividends than AGVEX: WGIFX (1.55) 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 : 20.32 vs. WGIFX (12.59). AGVEX return over 5 years is better than : 54.35 vs. WGIFX (32.43).
| 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 | 22.179 | 14.629 | 152% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.1B | 142B | 13% |
| Annual Yield % from dividends | 0.68 | 1.55 | 44% |
| Returns for 1 year | 20.32 | 12.59 | 161% |
| Returns for 3 years | 58.83 | 47.17 | 125% |
| Returns for 5 years | 54.35 | 32.43 | 168% |
| Returns for 10 years | N/A | 75.18 | - |
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