Interact to see
Advertisement
Advertisement
AGVFX vs CWIAX
AGVFX vs CWIAX Comparison
Open Charts AGVFX vs CWIAX
American Funds Global Insight A
Price$26.43
Change+$0.12 (+0.46%)
VolumeN/A
Net Assets17.4B
American Funds Capital World Gr&Inc 529A
Price$71.27
Change+$0.45 (+0.64%)
VolumeN/A
Net Assets135.98B
AGVFX vs CWIAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 136B vs. AGVFX (17.4B). CWIAX pays higher dividends than AGVFX: CWIAX (1.46) vs AGVFX (0.77). 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 : 15.09 vs. CWIAX (9.32). AGVFX return over 5 years is better than : 67.45 vs. CWIAX (56.88).
| 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 | 13.482 | 13.573 | 99% |
| Front Load | 6% | 4% | 164% |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.4B | 136B | 13% |
| Annual Yield % from dividends | 0.77 | 1.46 | 53% |
| Returns for 1 year | 15.09 | 9.32 | 162% |
| Returns for 3 years | 53.81 | 51.64 | 104% |
| Returns for 5 years | 67.45 | 56.88 | 119% |
| Returns for 10 years | N/A | 84.28 | - |
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 % |
| SEMI | 28.07 | 0.35 | +1.27% |
| Columbia Select Technology ETF | |||
| XAR | 208.93 | 2.46 | +1.19% |
| SPDR® S&P Aerospace & Defense ETF | |||
| FEPI | 45.63 | 0.29 | +0.64% |
| REX FANG & Innovation Equity Prm Inc ETF | |||
| RFLR | 25.43 | 0.10 | +0.40% |
| Innovator U.S. Small Cp Mgd Flr ETF | |||
| SPDN | 10.18 | -0.08 | -0.78% |
| Direxion Daily S&P 500® Bear 1X ETF | |||