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AGVDX vs RWIBX
AGVDX vs RWIBX Comparison
Open Charts AGVDX vs RWIBX
American Funds Global Insight C
Price$26.18
Change+$0.06 (+0.23%)
VolumeN/A
Net Assets17.39B
American Funds Capital World Gr&Inc R2
Price$70.37
Change+$0.03 (+0.04%)
VolumeN/A
Net Assets135.68B
AGVDX vs RWIBX Comparison Chart in %
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AGVDX vs. RWIBX commentary
Jul 16, 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 AGVDX is a StrongBuy and RWIBX is a Buy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 136B vs. AGVDX (17.4B). RWIBX pays higher dividends than AGVDX: RWIBX (0.82) vs AGVDX (0.17). AGVDX was incepted earlier than RWIBX: AGVDX (6 years) vs RWIBX (23 years). AGVDX (1.56) and RWIBX (1.51) have similar cost to investors . RWIBX is a more actively managed with annual turnover of: 27.00 vs. AGVDX (21.00). AGVDX (250) and RWIBX (250) have matching initial minimum investment requirements. AGVDX annual gain was more profitable for investors over the last year : 12.38 vs. RWIBX (6.37). AGVDX return over 5 years is better than : 56.49 vs. RWIBX (44.35).
| AGVDX | RWIBX | AGVDX / RWIBX | |
| Total Expense Ratio | 1.56 | 1.51 | 103% |
| Annual Report Gross Expense Ratio | 1.56 | 1.51 | 103% |
| Fund Existence | 6 years | 23 years | - |
| Gain YTD | 13.089 | 13.015 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.4B | 136B | 13% |
| Annual Yield % from dividends | 0.17 | 0.82 | 21% |
| Returns for 1 year | 12.38 | 6.37 | 194% |
| Returns for 3 years | 50.51 | 49.21 | 103% |
| Returns for 5 years | 56.49 | 44.35 | 127% |
| Returns for 10 years | N/A | 53.31 | - |