Interact to see
Advertisement
Advertisement
AGVFX vs CWGFX
AGVFX vs CWGFX Comparison
Open Charts AGVFX vs CWGFX
American Funds Global Insight A
Price$28.92
Change+$0.92 (+3.29%)
VolumeN/A
Net Assets19.37B
American Funds Capital World Gr&Inc F1
Price$74.79
Change-$1.05 (-1.38%)
VolumeN/A
Net Assets142.37B
AGVFX vs CWGFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AGVFX vs. CWGFX 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 AGVFX is a StrongBuy and CWGFX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 142B vs. AGVFX (19.4B). CWGFX pays higher dividends than AGVFX: CWGFX (1.41) vs AGVFX (0.83). AGVFX was incepted earlier than CWGFX: AGVFX (6 years) vs CWGFX (25 years). AGVFX (0.83) and CWGFX (0.80) have similar cost to investors . AGVFX is a more actively managed with annual turnover of: 35.00 vs. CWGFX (27.00). AGVFX (250) and CWGFX (250) have matching initial minimum investment requirements. AGVFX annual gain was more profitable for investors over the last year : 21.43 vs. CWGFX (16.18). AGVFX return over 5 years is better than : 52.82 vs. CWGFX (30.54).
| AGVFX | CWGFX | AGVFX / CWGFX | |
| Total Expense Ratio | 0.83 | 0.80 | 104% |
| Annual Report Gross Expense Ratio | 0.83 | 0.80 | 104% |
| Fund Existence | 6 years | 25 years | - |
| Gain YTD | 2.335 | 4.924 | 47% |
| Front Load | 6% | 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 | 0.83 | 1.41 | 59% |
| Returns for 1 year | 21.43 | 16.18 | 132% |
| Returns for 3 years | 52.20 | 43.02 | 121% |
| Returns for 5 years | 52.82 | 30.54 | 173% |
| Returns for 10 years | N/A | 99.82 | - |
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 % |
| VTC | 77.54 | N/A | +0.01% |
| Vanguard Total Corporate Bond ETF | |||
| MRSK | 37.33 | N/A | N/A |
| Toews Agility Managed Risk ETF | |||
| EVSD | 51.44 | N/A | N/A |
| Eaton Vance Short Duration Income ETF | |||
| GAA | 33.84 | -0.02 | -0.07% |
| Cambria Global Asset Allocation ETF | |||
| CEPI | 32.82 | -0.50 | -1.49% |
| Rex Crypto Equity Premium Income ETF | |||