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AGVFX vs CWIAX
AGVFX vs CWIAX Comparison
Open Charts AGVFX vs CWIAX
American Funds Global Insight A
Price$25.56
Change-$0.32 (-1.24%)
VolumeN/A
Net Assets16.77B
American Funds Capital World Gr&Inc 529A
Price$68.42
Change-$0.73 (-1.06%)
VolumeN/A
Net Assets131.04B
AGVFX vs CWIAX Comparison Chart
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FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 131B vs. AGVFX (16.8B). CWIAX pays higher dividends than AGVFX: CWIAX (1.52) vs AGVFX (0.80). AGVFX was incepted earlier than CWIAX: AGVFX (6 years) vs CWIAX (23 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 : 12.27 vs. CWIAX (6.31). AGVFX return over 5 years is better than : 66.28 vs. CWIAX (56.31).
| 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 | 23 years | - |
| Gain YTD | 9.747 | 9.031 | 108% |
| Front Load | 6% | 4% | 164% |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.8B | 131B | 13% |
| Annual Yield % from dividends | 0.80 | 1.52 | 53% |
| Returns for 1 year | 12.27 | 6.31 | 194% |
| Returns for 3 years | 51.57 | 45.37 | 114% |
| Returns for 5 years | 66.28 | 56.31 | 118% |
| Returns for 10 years | N/A | 73.44 | - |
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