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AGVDX vs RWIFX
AGVDX vs RWIFX Comparison
Open Charts AGVDX vs RWIFX
American Funds Global Insight C
Price$27.15
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets18.62B
American Funds Capital World Gr&Inc R5
Price$74.84
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets138.65B
AGVDX vs RWIFX Comparison Chart in %
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AGVDX vs. RWIFX commentary
Nov 20, 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 Hold and RWIFX is a Hold.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 139B vs. AGVDX (18.6B). RWIFX pays higher dividends than AGVDX: RWIFX (1.60) vs AGVDX (0.16). AGVDX was incepted earlier than RWIFX: AGVDX (6 years) vs RWIFX (24 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 : 16.19 vs. RWIFX (12.54). AGVDX return over 5 years is better than : 49.11 vs. RWIFX (43.47).
| AGVDX | RWIFX | AGVDX / RWIFX | |
| Total Expense Ratio | 1.56 | 0.46 | 339% |
| Annual Report Gross Expense Ratio | 1.56 | 0.46 | 339% |
| Fund Existence | 6 years | 24 years | - |
| Gain YTD | 17.279 | 19.262 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.6B | 139B | 13% |
| Annual Yield % from dividends | 0.16 | 1.60 | 10% |
| Returns for 1 year | 16.19 | 12.54 | 129% |
| Returns for 3 years | 49.62 | 52.05 | 95% |
| Returns for 5 years | 49.11 | 43.47 | 113% |
| Returns for 10 years | N/A | 76.17 | - |
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