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AGVFX vs CWIAX
AGVFX vs CWIAX Comparison
Open Charts AGVFX vs CWIAX
American Funds Global Insight A
Price$26.90
Change-$0.02 (-0.07%)
VolumeN/A
Net Assets17.97B
American Funds Capital World Gr&Inc 529A
Price$72.47
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets137.49B
AGVFX vs CWIAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 137B vs. AGVFX (18B). CWIAX pays higher dividends than AGVFX: CWIAX (1.46) vs AGVFX (0.77). AGVFX was incepted earlier than CWIAX: AGVFX (6 years) vs CWIAX (24 years). AGVFX (0.86) is less costly to investors than CWIAX (0.78). CWIAX is a more actively managed with annual turnover of: 27.00 vs. AGVFX (21.00). AGVFX initial investment is less costly to investors than CWIAX (4%) vs CWIAX (4%). AGVFX (250) and CWIAX (250) have matching initial minimum investment requirements. AGVFX annual gain was more profitable for investors over the last year : 15.74 vs. CWIAX (11.41). AGVFX return over 5 years is better than : 61.14 vs. CWIAX (51.32).
| AGVFX | CWIAX | AGVFX / CWIAX | |
| Total Expense Ratio | 0.86 | 0.78 | 110% |
| Annual Report Gross Expense Ratio | 0.86 | 0.78 | 110% |
| Fund Existence | 6 years | 24 years | - |
| Gain YTD | 15.500 | 15.485 | 100% |
| Front Load | 6% | 4% | 164% |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18B | 137B | 13% |
| Annual Yield % from dividends | 0.77 | 1.46 | 53% |
| Returns for 1 year | 15.74 | 11.41 | 138% |
| Returns for 3 years | 44.41 | 42.58 | 104% |
| Returns for 5 years | 61.14 | 51.32 | 119% |
| Returns for 10 years | N/A | 85.94 | - |
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