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AGVDX vs RWIBX
AGVDX vs RWIBX Comparison
Open Charts AGVDX vs RWIBX
American Funds Global Insight C
Price$23.19
Change-$0.64 (-2.69%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc R2
Price$62.66
Change-$1.77 (-2.75%)
VolumeN/A
CapitalizationN/A
AGVDX vs RWIBX Comparison Chart
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AGVDX vs. RWIBX commentary
Dec 19, 2024
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: 121B vs. AGVDX (15.4B). RWIBX pays higher dividends than AGVDX: RWIBX (1.05) vs AGVDX (0.47). AGVDX was incepted earlier than RWIBX: AGVDX (5 years) vs RWIBX (23 years). RWIBX is a more actively managed with annual turnover of: 27.00 vs. AGVDX (23.00). AGVDX (250) and RWIBX (250) have matching initial minimum investment requirements. AGVDX annual gain was more profitable for investors over the last year : 13.80 vs. RWIBX (11.34). AGVDX return over 5 years is better than : 43.97 vs. RWIBX (29.64).
| AGVDX | RWIBX | AGVDX / RWIBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 23 years | - |
| Gain YTD | 12.456 | 9.781 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.4B | 121B | 13% |
| Annual Yield % from dividends | 0.47 | 1.05 | 45% |
| Returns for 1 year | 13.80 | 11.34 | 122% |
| Returns for 3 years | 14.52 | 8.41 | 173% |
| Returns for 5 years | 43.97 | 29.64 | 148% |
| Returns for 10 years | N/A | 44.22 | - |
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