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AGVDX vs RWIBX
AGVDX vs RWIBX Comparison
Open Charts AGVDX vs RWIBX
American Funds Global Insight C
Price$23.31
Change-$0.25 (-1.06%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc R2
Price$66.16
Change-$0.70 (-1.05%)
VolumeN/A
CapitalizationN/A
AGVDX vs RWIBX Comparison Chart
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AGVDX vs. RWIBX commentary
Nov 18, 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 Sell.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 125B vs. AGVDX (14.8B). RWIBX pays higher dividends than AGVDX: RWIBX (1.05) vs AGVDX (0.47). AGVDX was incepted earlier than RWIBX: AGVDX (5 years) vs RWIBX (22 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. RWIBX annual gain was more profitable for investors over the last year : 18.20 vs. AGVDX (16.51). AGVDX return over 5 years is better than : 42.42 vs. RWIBX (35.89).
| AGVDX | RWIBX | AGVDX / RWIBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 22 years | - |
| Gain YTD | 9.797 | 12.357 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.8B | 125B | 12% |
| Annual Yield % from dividends | 0.47 | 1.05 | 45% |
| Returns for 1 year | 16.51 | 18.20 | 91% |
| Returns for 3 years | 8.23 | 1.61 | 511% |
| Returns for 5 years | 42.42 | 35.89 | 118% |
| Returns for 10 years | N/A | 45.76 | - |
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