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AGVDX vs RWIEX
AGVDX vs RWIEX Comparison
Open Charts AGVDX vs RWIEX
American Funds Global Insight C
Price$24.12
Change+$0.05 (+0.21%)
VolumeN/A
Net Assets15.92B
American Funds Capital World Gr&Inc R4
Price$64.95
Change+$0.12 (+0.19%)
VolumeN/A
Net Assets124.97B
AGVDX vs RWIEX Comparison Chart
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AGVDX vs. RWIEX commentary
May 11, 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 RWIEX is a Buy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 125B vs. AGVDX (15.9B). RWIEX pays higher dividends than AGVDX: RWIEX (1.61) vs AGVDX (0.19). AGVDX was incepted earlier than RWIEX: AGVDX (6 years) vs RWIEX (23 years). AGVDX (1.56) is less costly to investors than RWIEX (0.76). RWIEX is a more actively managed with annual turnover of: 27.00 vs. AGVDX (21.00). AGVDX (250) and RWIEX (250) have matching initial minimum investment requirements. AGVDX annual gain was more profitable for investors over the last year : 7.40 vs. RWIEX (2.20). AGVDX return over 5 years is better than : 60.12 vs. RWIEX (50.99).
| AGVDX | RWIEX | AGVDX / RWIEX | |
| Total Expense Ratio | 1.56 | 0.76 | 205% |
| Annual Report Gross Expense Ratio | 1.56 | 0.76 | 205% |
| Fund Existence | 6 years | 23 years | - |
| Gain YTD | 4.190 | 2.832 | 148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.9B | 125B | 13% |
| Annual Yield % from dividends | 0.19 | 1.61 | 12% |
| Returns for 1 year | 7.40 | 2.20 | 337% |
| Returns for 3 years | 35.58 | 30.44 | 117% |
| Returns for 5 years | 60.12 | 50.99 | 118% |
| Returns for 10 years | N/A | 41.81 | - |
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