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AGVGX vs CWIAX
AGVGX vs CWIAX Comparison
Open Charts AGVGX vs CWIAX
American Funds Global Insight F-2
Price$27.06
Change+$0.17 (+0.63%)
VolumeN/A
Net Assets18.05B
American Funds Capital World Gr&Inc 529A
Price$72.92
Change+$0.34 (+0.47%)
VolumeN/A
Net Assets136.94B
AGVGX vs CWIAX Comparison Chart in %
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AGVGX vs. CWIAX commentary
Sep 07, 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 AGVGX is a Buy and CWIAX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 137B vs. AGVGX (18.1B). CWIAX pays higher dividends than AGVGX: CWIAX (1.43) vs AGVGX (1.06). AGVGX was incepted earlier than CWIAX: AGVGX (6 years) vs CWIAX (24 years). CWIAX (0.78) is less costly to investors than AGVGX (0.54). CWIAX is a more actively managed with annual turnover of: 27.00 vs. AGVGX (21.00). AGVGX (250) and CWIAX (250) have matching initial minimum investment requirements. AGVGX annual gain was more profitable for investors over the last year : 16.32 vs. CWIAX (13.15). AGVGX return over 5 years is better than : 62.47 vs. CWIAX (50.93).
| AGVGX | CWIAX | AGVGX / CWIAX | |
| Total Expense Ratio | 0.54 | 0.78 | 69% |
| Annual Report Gross Expense Ratio | 0.54 | 0.78 | 69% |
| Fund Existence | 6 years | 24 years | - |
| Gain YTD | 15.839 | 16.202 | 98% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.1B | 137B | 13% |
| Annual Yield % from dividends | 1.06 | 1.43 | 74% |
| Returns for 1 year | 16.32 | 13.15 | 124% |
| Returns for 3 years | 58.98 | 55.56 | 106% |
| Returns for 5 years | 62.47 | 50.93 | 123% |
| Returns for 10 years | N/A | 98.76 | - |
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