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AGVDX vs RWIBX
AGVDX vs RWIBX Comparison
Open Charts AGVDX vs RWIBX
American Funds Global Insight C
Price$23.30
Change+$0.40 (+1.75%)
VolumeN/A
Net Assets15.2B
American Funds Capital World Gr&Inc R2
Price$62.09
Change+$0.97 (+1.59%)
VolumeN/A
Net Assets119.48B
AGVDX vs RWIBX Comparison Chart
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AGVDX vs. RWIBX commentary
Apr 25, 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: 119B vs. AGVDX (15.2B). RWIBX pays higher dividends than AGVDX: RWIBX (0.92) vs AGVDX (0.19). AGVDX was incepted earlier than RWIBX: AGVDX (5 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 : 6.30 vs. RWIBX (0.61). AGVDX return over 5 years is better than : 60.02 vs. RWIBX (47.17).
| AGVDX | RWIBX | AGVDX / RWIBX | |
| Total Expense Ratio | 1.56 | 1.51 | 103% |
| Annual Report Gross Expense Ratio | 1.56 | 1.51 | 103% |
| Fund Existence | 5 years | 23 years | - |
| Gain YTD | 0.648 | -0.617 | -105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.2B | 119B | 13% |
| Annual Yield % from dividends | 0.19 | 0.92 | 21% |
| Returns for 1 year | 6.30 | 0.61 | 1,029% |
| Returns for 3 years | 22.01 | 16.45 | 134% |
| Returns for 5 years | 60.02 | 47.17 | 127% |
| Returns for 10 years | N/A | 32.15 | - |
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