Interact to see
Advertisement
Advertisement
AGVDX vs RWIFX
AGVDX vs RWIFX Comparison
Open Charts AGVDX vs RWIFX
American Funds Global Insight C
Price$26.64
Change+$0.17 (+0.64%)
VolumeN/A
Net Assets18.05B
American Funds Capital World Gr&Inc R5
Price$72.96
Change+$0.53 (+0.73%)
VolumeN/A
Net Assets136.94B
AGVDX vs RWIFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AGVDX vs. RWIFX commentary
Sep 06, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 137B vs. AGVDX (18.1B). RWIFX pays higher dividends than AGVDX: RWIFX (1.69) 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 : 14.60 vs. RWIFX (12.53). AGVDX return over 5 years is better than : 55.66 vs. RWIFX (48.05).
| AGVDX | RWIFX | AGVDX / RWIFX | |
| Total Expense Ratio | 1.56 | 0.46 | 339% |
| Annual Report Gross Expense Ratio | 1.56 | 0.46 | 339% |
| Fund Existence | 6 years | 23 years | - |
| Gain YTD | 15.076 | 15.881 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.1B | 137B | 13% |
| Annual Yield % from dividends | 0.17 | 1.69 | 10% |
| Returns for 1 year | 14.60 | 12.53 | 117% |
| Returns for 3 years | 53.59 | 53.99 | 99% |
| Returns for 5 years | 55.66 | 48.05 | 116% |
| Returns for 10 years | N/A | 80.82 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| NOM | 11.05 | 0.23 | +2.11% |
| Nuveen Missouri Quality Municipal Income Fund | |||
| DSMC | 36.46 | 0.46 | +1.26% |
| Distillate Small/Mid Cash Flow ETF | |||
| CHW | 7.28 | 0.03 | +0.41% |
| Calamos Global Dynamic Income Fund | |||
| IBIL | 25.78 | 0.06 | +0.23% |
| ishares Ibonds Oct 2035 Term TIPS ETF | |||
| EEMV | 62.72 | -0.01 | -0.02% |
| iShares MSCI Emerg Mkts Min Vol Fctr ETF | |||