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AGVEX vs RWIEX
AGVEX vs RWIEX Comparison
Open Charts AGVEX vs RWIEX
American Funds Global Insight F-1
Price$24.31
Change-$0.29 (-1.18%)
VolumeN/A
Net Assets15.76B
American Funds Capital World Gr&Inc R4
Price$66.09
Change-$0.88 (-1.31%)
VolumeN/A
Net Assets128.43B
AGVEX vs RWIEX Comparison Chart
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AGVEX vs. RWIEX commentary
Feb 23, 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 AGVEX is a StrongBuy and RWIEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 128B vs. AGVEX (15.8B). RWIEX pays higher dividends than AGVEX: RWIEX (1.68) vs AGVEX (1.13). AGVEX was incepted earlier than RWIEX: AGVEX (5 years) vs RWIEX (23 years). RWIEX is a more actively managed with annual turnover of: 27.00 vs. AGVEX (23.00). AGVEX (250) and RWIEX (250) have matching initial minimum investment requirements. AGVEX annual gain was more profitable for investors over the last year : 10.33 vs. RWIEX (7.09). AGVEX return over 5 years is better than : 46.42 vs. RWIEX (32.66).
| AGVEX | RWIEX | AGVEX / RWIEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 23 years | - |
| Gain YTD | 4.290 | 4.325 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.8B | 128B | 12% |
| Annual Yield % from dividends | 1.13 | 1.68 | 67% |
| Returns for 1 year | 10.33 | 7.09 | 146% |
| Returns for 3 years | 24.21 | 16.55 | 146% |
| Returns for 5 years | 46.42 | 32.66 | 142% |
| Returns for 10 years | N/A | 44.62 | - |
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