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AGVDX vs RWIFX
AGVDX vs RWIFX Comparison
Open Charts AGVDX vs RWIFX
American Funds Global Insight C
Price$23.31
Change-$0.25 (-1.06%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc R5
Price$67.26
Change-$0.71 (-1.04%)
VolumeN/A
CapitalizationN/A
AGVDX vs RWIFX Comparison Chart
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AGVDX vs. RWIFX commentary
Nov 18, 2024
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 Sell.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 125B vs. AGVDX (14.8B). RWIFX pays higher dividends than AGVDX: RWIFX (1.94) vs AGVDX (0.47). AGVDX was incepted earlier than RWIFX: AGVDX (5 years) vs RWIFX (23 years). RWIFX is a more actively managed with annual turnover of: 27.00 vs. AGVDX (23.00). AGVDX (250) and RWIFX (250) have matching initial minimum investment requirements. RWIFX annual gain was more profitable for investors over the last year : 19.46 vs. AGVDX (16.51). AGVDX return over 5 years is better than : 42.42 vs. RWIFX (39.97).
| AGVDX | RWIFX | AGVDX / RWIFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 23 years | - |
| Gain YTD | 9.797 | 13.399 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.8B | 125B | 12% |
| Annual Yield % from dividends | 0.47 | 1.94 | 24% |
| Returns for 1 year | 16.51 | 19.46 | 85% |
| Returns for 3 years | 8.23 | 3.86 | 213% |
| Returns for 5 years | 42.42 | 39.97 | 106% |
| Returns for 10 years | N/A | 50.91 | - |
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