Interact to see
Advertisement
Advertisement
AGVGX vs CWGFX
AGVGX vs CWGFX Comparison
Open Charts AGVGX vs CWGFX
American Funds Global Insight F-2
Price$29.11
Change-$0.12 (-0.41%)
VolumeN/A
Net Assets19.37B
American Funds Capital World Gr&Inc F1
Price$73.93
Change-$0.18 (-0.24%)
VolumeN/A
Net Assets142.37B
AGVGX vs CWGFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AGVGX vs. CWGFX commentary
Jan 15, 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 AGVGX is a Hold and CWGFX is a Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 142B vs. AGVGX (19.4B). CWGFX pays higher dividends than AGVGX: CWGFX (1.48) vs AGVGX (1.09). AGVGX was incepted earlier than CWGFX: AGVGX (6 years) vs CWGFX (25 years). CWGFX (0.80) is less costly to investors than AGVGX (0.54). CWGFX is a more actively managed with annual turnover of: 27.00 vs. AGVGX (21.00). AGVGX (250) and CWGFX (250) have matching initial minimum investment requirements. AGVGX annual gain was more profitable for investors over the last year : 26.20 vs. CWGFX (18.84). AGVGX return over 5 years is better than : 56.48 vs. CWGFX (31.11).
| AGVGX | CWGFX | AGVGX / CWGFX | |
| Total Expense Ratio | 0.54 | 0.80 | 68% |
| Annual Report Gross Expense Ratio | 0.54 | 0.80 | 68% |
| Fund Existence | 6 years | 25 years | - |
| Gain YTD | 2.681 | 3.718 | 72% |
| Front Load | N/A | 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 | 1.09 | 1.48 | 74% |
| Returns for 1 year | 26.20 | 18.84 | 139% |
| Returns for 3 years | 56.51 | 43.30 | 131% |
| Returns for 5 years | 56.48 | 31.11 | 182% |
| Returns for 10 years | N/A | 99.06 | - |
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 % |
| XLE | 48.06 | 1.06 | +2.26% |
| State Street®EngySelSectSPDR®ETF | |||
| PFM | 52.75 | 0.07 | +0.13% |
| Invesco Dividend Achievers™ ETF | |||
| LIVR | 29.43 | N/A | N/A |
| INTELLIGENT LIVERMORE ETF LIVR | |||
| TJUL | 29.73 | -0.03 | -0.10% |
| Innovator Eq Defnd Protd ETF2 Yr-Jul2027 | |||
| PJIO | 63.26 | -0.57 | -0.90% |
| PGIM Jennison International Opps ETF | |||