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AGVDX vs RWIFX
AGVDX vs RWIFX Comparison
Open Charts AGVDX vs RWIFX
American Funds Global Insight C
Price$26.18
Change+$0.06 (+0.23%)
VolumeN/A
Net Assets17.39B
American Funds Capital World Gr&Inc R5
Price$71.56
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets135.68B
AGVDX vs RWIFX Comparison Chart in %
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AGVDX vs. RWIFX commentary
Jul 16, 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: 136B vs. AGVDX (17.4B). RWIFX pays higher dividends than AGVDX: RWIFX (1.72) vs AGVDX (0.17). AGVDX was incepted earlier than RWIFX: AGVDX (6 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 : 12.38 vs. RWIFX (7.58). AGVDX return over 5 years is better than : 56.49 vs. RWIFX (50.04).
| 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 | 23 years | - |
| Gain YTD | 13.089 | 13.657 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.4B | 136B | 13% |
| Annual Yield % from dividends | 0.17 | 1.72 | 10% |
| Returns for 1 year | 12.38 | 7.58 | 163% |
| Returns for 3 years | 50.51 | 53.41 | 95% |
| Returns for 5 years | 56.49 | 50.04 | 113% |
| Returns for 10 years | N/A | 59.71 | - |
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