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AGVDX vs RWIFX
AGVDX vs RWIFX Comparison
Open Charts AGVDX vs RWIFX
AGVDX vs RWIFX Comparison Chart in %
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AGVDX vs. RWIFX commentary
Jun 03, 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: 152B vs. AGVDX (20.6B). 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. RWIFX annual gain was more profitable for investors over the last year : 22.87 vs. AGVDX (21.12). AGVDX return over 5 years is better than : 47.80 vs. RWIFX (37.25).
| 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 | 9.162 | 15.802 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.6B | 152B | 14% |
| Annual Yield % from dividends | 0.21 | 1.57 | 14% |
| Returns for 1 year | 21.12 | 22.87 | 92% |
| Returns for 3 years | 55.55 | 56.18 | 99% |
| Returns for 5 years | 47.80 | 37.25 | 128% |
| Returns for 10 years | N/A | 102.43 | - |
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