AGVDX
Price
$27.00
Change
-$0.20 (-0.74%)
Updated
Sep 25 closing price
Net Assets
18.49B
RWIBX
Price
$73.23
Change
-$0.50 (-0.68%)
Updated
Sep 25 closing price
Net Assets
140.58B
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AGVDX vs RWIBX

Header iconAGVDX vs RWIBX Comparison
Open Charts AGVDX vs RWIBXBanner chart's image
American Funds Global Insight C
Price$27.00
Change-$0.20 (-0.74%)
VolumeN/A
Net Assets18.49B
American Funds Capital World Gr&Inc R2
Price$73.23
Change-$0.50 (-0.68%)
VolumeN/A
Net Assets140.58B
AGVDX vs RWIBX Comparison Chart in %
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AGVDX vs. RWIBX commentary
Sep 26, 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 Buy and RWIBX is a Hold.

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FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 141B vs. AGVDX (18.5B). RWIBX pays higher dividends than AGVDX: RWIBX (0.80) 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 : 13.70 vs. RWIBX (9.48). AGVDX return over 5 years is better than : 61.01 vs. RWIBX (49.98).
AGVDXRWIBXAGVDX / RWIBX
Total Expense Ratio1.561.51103%
Annual Report Gross Expense Ratio1.561.51103%
Fund Existence6 years23 years-
Gain YTD16.63117.70494%
Front LoadN/AN/A-
Min. Initial Investment250250100%
Min. Initial Investment IRAN/AN/A-
Net Assets18.5B141B13%
Annual Yield % from dividends0.170.8021%
Returns for 1 year13.709.48145%
Returns for 3 years67.3165.20103%
Returns for 5 years61.0149.98122%
Returns for 10 yearsN/A83.53-
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