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AGVDX vs RWIBX
AGVDX vs RWIBX Comparison
Open Charts AGVDX vs RWIBX
American Funds Global Insight C
Price$26.64
Change+$0.17 (+0.64%)
VolumeN/A
Net Assets18.05B
American Funds Capital World Gr&Inc R2
Price$71.65
Change+$0.52 (+0.73%)
VolumeN/A
Net Assets136.94B
AGVDX vs RWIBX Comparison Chart in %
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AGVDX vs. RWIBX commentary
Sep 06, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 137B vs. AGVDX (18.1B). 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 : 14.60 vs. RWIBX (11.27). AGVDX return over 5 years is better than : 55.66 vs. RWIBX (42.43).
| 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 | 15.076 | 15.071 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.1B | 137B | 13% |
| Annual Yield % from dividends | 0.17 | 0.80 | 21% |
| Returns for 1 year | 14.60 | 11.27 | 129% |
| Returns for 3 years | 53.59 | 49.82 | 108% |
| Returns for 5 years | 55.66 | 42.43 | 131% |
| Returns for 10 years | N/A | 73.59 | - |
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