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AGOCX vs RWIEX
AGOCX vs RWIEX Comparison
Open Charts AGOCX vs RWIEX
PGIM Jennison Global Equity Income C
Price$12.93
Change-$0.04 (-0.31%)
VolumeN/A
Net Assets746.62M
American Funds Capital World Gr&Inc R4
Price$74.90
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets140.8B
AGOCX vs RWIEX Comparison Chart in %
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AGOCX vs. RWIEX commentary
Sep 17, 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 AGOCX is a StrongBuy and RWIEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 141B vs. AGOCX (747M). AGOCX pays higher dividends than RWIEX: AGOCX (1.75) vs RWIEX (1.43). AGOCX was incepted earlier than RWIEX: AGOCX (28 years) vs RWIEX (23 years). AGOCX (2.10) is less costly to investors than RWIEX (0.76). RWIEX is a more actively managed with annual turnover of: 27.00 vs. AGOCX (6.00). RWIEX has a lower initial minimum investment than AGOCX: RWIEX (250) vs AGOCX (1000). RWIEX annual gain was more profitable for investors over the last year : 13.68 vs. AGOCX (8.19). RWIEX return over 5 years is better than : 51.97 vs. AGOCX (19.82).
| AGOCX | RWIEX | AGOCX / RWIEX | |
| Total Expense Ratio | 2.10 | 0.76 | 276% |
| Annual Report Gross Expense Ratio | 2.10 | 0.76 | 276% |
| Fund Existence | 28 years | 23 years | - |
| Gain YTD | 17.371 | 19.492 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 747M | 141B | 1% |
| Annual Yield % from dividends | 1.75 | 1.43 | 123% |
| Returns for 1 year | 8.19 | 13.68 | 60% |
| Returns for 3 years | 22.14 | 59.48 | 37% |
| Returns for 5 years | 19.82 | 51.97 | 38% |
| Returns for 10 years | -2.27 | 81.81 | -3% |
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