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AGVDX vs RWIFX
AGVDX vs RWIFX Comparison
Open Charts AGVDX vs RWIFX
American Funds Global Insight C
Price$22.73
Change-$0.74 (-3.15%)
VolumeN/A
Net Assets15.5B
American Funds Capital World Gr&Inc R5
Price$61.69
Change-$2.23 (-3.49%)
VolumeN/A
Net Assets123.19B
AGVDX vs RWIFX Comparison Chart
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AGVDX vs. RWIFX 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 RWIFX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 123B vs. AGVDX (15.5B). RWIFX pays higher dividends than AGVDX: RWIFX (1.93) vs AGVDX (0.19). AGVDX was incepted earlier than RWIFX: AGVDX (5 years) vs RWIFX (23 years). AGVDX (1.56) is less costly to investors than RWIFX (0.46). RWIFX is a more actively managed with annual turnover of: 27.00 vs. AGVDX (21.00). AGVDX (250) and RWIFX (250) have matching initial minimum investment requirements. AGVDX annual gain was more profitable for investors over the last year : 5.49 vs. RWIFX (0.55). AGVDX return over 5 years is better than : 77.40 vs. RWIFX (70.05).
| AGVDX | RWIFX | AGVDX / RWIFX | |
| Total Expense Ratio | 1.56 | 0.46 | 339% |
| Annual Report Gross Expense Ratio | 1.56 | 0.46 | 339% |
| Fund Existence | 5 years | 23 years | - |
| Gain YTD | 1.382 | 0.945 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.5B | 123B | 13% |
| Annual Yield % from dividends | 0.19 | 1.93 | 10% |
| Returns for 1 year | 5.49 | 0.55 | 1,002% |
| Returns for 3 years | 16.56 | 12.30 | 135% |
| Returns for 5 years | 77.40 | 70.05 | 110% |
| Returns for 10 years | N/A | 42.59 | - |
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