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AGVDX vs RWIFX
AGVDX vs RWIFX Comparison
Open Charts AGVDX vs RWIFX
American Funds Global Insight C
Price$24.21
Change+$0.45 (+1.89%)
VolumeN/A
Net Assets16.03B
American Funds Capital World Gr&Inc R5
Price$65.31
Change+$1.22 (+1.90%)
VolumeN/A
Net Assets125.4B
AGVDX vs RWIFX Comparison Chart
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AGVDX vs. RWIFX commentary
May 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: 125B vs. AGVDX (16B). RWIFX pays higher dividends than AGVDX: RWIFX (1.91) 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 : 10.70 vs. RWIFX (5.32). AGVDX return over 5 years is better than : 65.49 vs. RWIFX (57.02).
| 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 | 4.579 | 3.140 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16B | 125B | 13% |
| Annual Yield % from dividends | 0.19 | 1.91 | 10% |
| Returns for 1 year | 10.70 | 5.32 | 201% |
| Returns for 3 years | 29.46 | 25.60 | 115% |
| Returns for 5 years | 65.49 | 57.02 | 115% |
| Returns for 10 years | N/A | 44.72 | - |
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