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AGVFX vs CWICX
AGVFX vs CWICX Comparison
Open Charts AGVFX vs CWICX
American Funds Global Insight A
Price$28.92
Change+$0.92 (+3.29%)
VolumeN/A
Net Assets19.37B
American Funds Capital World Gr&Inc 529C
Price$74.45
Change-$1.10 (-1.46%)
VolumeN/A
Net Assets142.37B
AGVFX vs CWICX Comparison Chart in %
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AGVFX vs. CWICX 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 CWICX is a Buy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 142B vs. AGVFX (19.4B). AGVFX pays higher dividends than CWICX: AGVFX (0.83) vs CWICX (0.78). AGVFX was incepted earlier than CWICX: AGVFX (6 years) vs CWICX (24 years). CWICX (1.53) is less costly to investors than AGVFX (0.83). AGVFX is a more actively managed with annual turnover of: 35.00 vs. CWICX (27.00). AGVFX (250) and CWICX (250) have matching initial minimum investment requirements. AGVFX annual gain was more profitable for investors over the last year : 21.43 vs. CWICX (15.32). AGVFX return over 5 years is better than : 52.82 vs. CWICX (28.28).
| AGVFX | CWICX | AGVFX / CWICX | |
| Total Expense Ratio | 0.83 | 1.53 | 54% |
| Annual Report Gross Expense Ratio | 0.83 | 1.53 | 54% |
| Fund Existence | 6 years | 24 years | - |
| Gain YTD | 2.335 | 4.859 | 48% |
| 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 | 0.78 | 106% |
| Returns for 1 year | 21.43 | 15.32 | 140% |
| Returns for 3 years | 52.20 | 39.85 | 131% |
| Returns for 5 years | 52.82 | 28.28 | 187% |
| Returns for 10 years | N/A | 107.70 | - |
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