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AGVFX vs CWICX
AGVFX vs CWICX Comparison
Open Charts AGVFX vs CWICX
American Funds Global Insight A
Price$28.44
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets19.12B
American Funds Capital World Gr&Inc 529C
Price$71.48
Change+$0.08 (+0.11%)
VolumeN/A
Net Assets142.32B
AGVFX vs CWICX Comparison Chart in %
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AGVFX vs. CWICX commentary
Dec 28, 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 Hold and CWICX is a Hold.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 142B vs. AGVFX (19.1B). AGVFX (0.72) and CWICX (0.69) have matching dividends . AGVFX was incepted earlier than CWICX: AGVFX (6 years) vs CWICX (24 years). CWICX (1.53) is less costly to investors than AGVFX (0.86). CWICX is a more actively managed with annual turnover of: 27.00 vs. AGVFX (21.00). AGVFX (250) and CWICX (250) have matching initial minimum investment requirements. AGVFX annual gain was more profitable for investors over the last year : 20.25 vs. CWICX (11.71). AGVFX return over 5 years is better than : 53.98 vs. CWICX (28.96).
| AGVFX | CWICX | AGVFX / CWICX | |
| Total Expense Ratio | 0.86 | 1.53 | 56% |
| Annual Report Gross Expense Ratio | 0.86 | 1.53 | 56% |
| Fund Existence | 6 years | 24 years | - |
| Gain YTD | 22.112 | 13.763 | 161% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.1B | 142B | 13% |
| Annual Yield % from dividends | 0.72 | 0.69 | 104% |
| Returns for 1 year | 20.25 | 11.71 | 173% |
| Returns for 3 years | 58.62 | 43.00 | 136% |
| Returns for 5 years | 53.98 | 28.96 | 186% |
| Returns for 10 years | N/A | 80.48 | - |
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