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AGVDX vs RWIBX
AGVDX vs RWIBX Comparison
Open Charts AGVDX vs RWIBX
AGVDX vs RWIBX Comparison Chart in %
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AGVDX vs. RWIBX commentary
Jul 14, 2026
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: 158B vs. AGVDX (21.6B). RWIBX pays higher dividends than AGVDX: RWIBX (0.71) vs AGVDX (0.21). AGVDX was incepted earlier than RWIBX: AGVDX (7 years) vs RWIBX (24 years). AGVDX (1.56) and RWIBX (1.51) have similar cost to investors . RWIBX is a more actively managed with annual turnover of: 44.00 vs. AGVDX (35.00). AGVDX (250) and RWIBX (250) have matching initial minimum investment requirements. AGVDX annual gain was more profitable for investors over the last year : 16.58 vs. RWIBX (13.15). AGVDX return over 5 years is better than : 45.32 vs. RWIBX (27.05).
| AGVDX | RWIBX | AGVDX / RWIBX | |
| Total Expense Ratio | 1.56 | 1.51 | 103% |
| Annual Report Gross Expense Ratio | 1.56 | 1.51 | 103% |
| Fund Existence | 7 years | 24 years | - |
| Gain YTD | 8.307 | 12.774 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.6B | 158B | 14% |
| Annual Yield % from dividends | 0.21 | 0.71 | 30% |
| Returns for 1 year | 16.58 | 13.15 | 126% |
| Returns for 3 years | 49.52 | 40.71 | 122% |
| Returns for 5 years | 45.32 | 27.05 | 168% |
| Returns for 10 years | N/A | 85.66 | - |
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