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AGVDX vs RWIFX
AGVDX vs RWIFX Comparison
Open Charts AGVDX vs RWIFX
American Funds Global Insight C
Price$27.00
Change-$0.20 (-0.74%)
VolumeN/A
Net Assets18.49B
American Funds Capital World Gr&Inc R5
Price$74.43
Change-$0.51 (-0.68%)
VolumeN/A
Net Assets140.58B
AGVDX vs RWIFX Comparison Chart in %
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AGVDX vs. RWIFX commentary
Sep 26, 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 Buy and RWIFX is a Hold.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 141B vs. AGVDX (18.5B). 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 : 13.70 vs. RWIFX (10.70). AGVDX return over 5 years is better than : 61.01 vs. RWIFX (56.27).
| 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 | 16.631 | 18.609 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.5B | 141B | 13% |
| Annual Yield % from dividends | 0.17 | 1.69 | 10% |
| Returns for 1 year | 13.70 | 10.70 | 128% |
| Returns for 3 years | 67.31 | 70.21 | 96% |
| Returns for 5 years | 61.01 | 56.27 | 108% |
| Returns for 10 years | N/A | 91.68 | - |
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