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AGVDX vs RWIBX
AGVDX vs RWIBX Comparison
Open Charts AGVDX vs RWIBX
American Funds Global Insight C
Price$25.47
Change+$0.12 (+0.47%)
VolumeN/A
Net Assets16.75B
American Funds Capital World Gr&Inc R2
Price$67.90
Change+$0.24 (+0.35%)
VolumeN/A
Net Assets130.86B
AGVDX vs RWIBX Comparison Chart
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AGVDX vs. RWIBX commentary
Jun 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 AGVDX is a StrongBuy and RWIBX is a Buy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 131B vs. AGVDX (16.7B). RWIBX pays higher dividends than AGVDX: RWIBX (0.86) vs AGVDX (0.18). 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 : 11.67 vs. RWIBX (5.49). AGVDX return over 5 years is better than : 55.27 vs. RWIBX (42.11).
| 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 | 10.022 | 8.682 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.7B | 131B | 13% |
| Annual Yield % from dividends | 0.18 | 0.86 | 21% |
| Returns for 1 year | 11.67 | 5.49 | 213% |
| Returns for 3 years | 35.20 | 26.76 | 132% |
| Returns for 5 years | 55.27 | 42.11 | 131% |
| Returns for 10 years | N/A | 48.90 | - |
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