Interact to see
Advertisement
Advertisement
AGVDX vs RWIFX
AGVDX vs RWIFX Comparison
Open Charts AGVDX vs RWIFX
AGVDX vs RWIFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AGVDX vs. RWIFX commentary
Sep 12, 2026
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 Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 158B vs. AGVDX (21.7B). RWIFX pays higher dividends than AGVDX: RWIFX (1.57) vs AGVDX (0.21). AGVDX was incepted earlier than RWIFX: AGVDX (7 years) vs RWIFX (24 years). AGVDX (1.56) is less costly to investors than RWIFX (0.46). RWIFX is a more actively managed with annual turnover of: 44.00 vs. AGVDX (35.00). AGVDX (250) and RWIFX (250) have matching initial minimum investment requirements. AGVDX annual gain was more profitable for investors over the last year : 13.18 vs. RWIFX (11.87). AGVDX return over 5 years is better than : 45.52 vs. RWIFX (34.54).
| AGVDX | RWIFX | AGVDX / RWIFX | |
| Total Expense Ratio | 1.56 | 0.46 | 339% |
| Annual Report Gross Expense Ratio | 1.56 | 0.46 | 339% |
| Fund Existence | 7 years | 24 years | - |
| Gain YTD | 9.376 | 16.246 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.7B | 158B | 14% |
| Annual Yield % from dividends | 0.21 | 1.57 | 13% |
| Returns for 1 year | 13.18 | 11.87 | 111% |
| Returns for 3 years | 55.54 | 53.16 | 104% |
| Returns for 5 years | 45.52 | 34.54 | 132% |
| Returns for 10 years | N/A | 100.32 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement