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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
Aug 23, 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 Buy and RWIBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 156B vs. AGVDX (21.5B). 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 : 18.34 vs. RWIBX (16.18). AGVDX return over 5 years is better than : 49.93 vs. RWIBX (32.74).
| 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 | 11.159 | 16.460 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.5B | 156B | 14% |
| Annual Yield % from dividends | 0.21 | 0.71 | 30% |
| Returns for 1 year | 18.34 | 16.18 | 113% |
| Returns for 3 years | 58.72 | 51.06 | 115% |
| Returns for 5 years | 49.93 | 32.74 | 152% |
| Returns for 10 years | N/A | 87.54 | - |
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