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AGVFX vs CWIAX
AGVFX vs CWIAX Comparison
Open Charts AGVFX vs CWIAX
American Funds Global Insight A
Price$27.16
Change+$0.22 (+0.82%)
VolumeN/A
Net Assets18.12B
American Funds Capital World Gr&Inc 529A
Price$73.25
Change+$0.33 (+0.45%)
VolumeN/A
Net Assets137.57B
AGVFX vs CWIAX Comparison Chart in %
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AGVFX vs. CWIAX commentary
Sep 09, 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 AGVFX is a Buy and CWIAX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 138B vs. AGVFX (18.1B). CWIAX pays higher dividends than AGVFX: CWIAX (1.43) vs AGVFX (0.76). 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 : 16.39 vs. CWIAX (13.15). AGVFX return over 5 years is better than : 61.83 vs. CWIAX (50.93).
| 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 | 16.058 | 16.202 | 99% |
| Front Load | 6% | 4% | 164% |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.1B | 138B | 13% |
| Annual Yield % from dividends | 0.76 | 1.43 | 53% |
| Returns for 1 year | 16.39 | 13.15 | 125% |
| Returns for 3 years | 58.10 | 55.56 | 105% |
| Returns for 5 years | 61.83 | 50.93 | 121% |
| Returns for 10 years | N/A | 98.76 | - |
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