AGVDX
Price
$22.73
Change
-$0.74 (-3.15%)
Updated
Apr 3 closing price
Net Assets
15.5B
RWIBX
Price
$60.70
Change
-$2.20 (-3.50%)
Updated
Apr 3 closing price
Net Assets
123.19B
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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$22.73
Change-$0.74 (-3.15%)
VolumeN/A
Net Assets15.5B
American Funds Capital World Gr&Inc R2
Price$60.70
Change-$2.20 (-3.50%)
VolumeN/A
Net Assets123.19B
AGVDX vs RWIBX Comparison Chart
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AGVDX vs. RWIBX commentary
Apr 04, 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.

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FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 123B vs. AGVDX (15.5B). 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 : 5.49 vs. RWIBX (-0.58). AGVDX return over 5 years is better than : 77.40 vs. RWIBX (64.01).
AGVDXRWIBXAGVDX / RWIBX
Total Expense Ratio1.561.51103%
Annual Report Gross Expense Ratio1.561.51103%
Fund Existence5 years23 years-
Gain YTD1.3820.679203%
Front LoadN/AN/A-
Min. Initial Investment250250100%
Min. Initial Investment IRAN/AN/A-
Net Assets15.5B123B13%
Annual Yield % from dividends0.190.9221%
Returns for 1 year5.49-0.58-944%
Returns for 3 years16.569.55173%
Returns for 5 years77.4064.01121%
Returns for 10 yearsN/A37.24-
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