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AGVEX vs RWIEX
AGVEX vs RWIEX Comparison
Open Charts AGVEX vs RWIEX
American Funds Global Insight F-1
Price$27.57
Change-$0.05 (-0.18%)
VolumeN/A
Net Assets18.51B
American Funds Capital World Gr&Inc R4
Price$74.90
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets140.8B
AGVEX vs RWIEX Comparison Chart in %
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AGVEX vs. RWIEX commentary
Sep 18, 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: 141B vs. AGVEX (18.5B). RWIEX pays higher dividends than AGVEX: RWIEX (1.43) vs AGVEX (0.72). AGVEX was incepted earlier than RWIEX: AGVEX (6 years) vs RWIEX (23 years). AGVEX (0.82) is less costly to investors than RWIEX (0.76). RWIEX is a more actively managed with annual turnover of: 27.00 vs. AGVEX (21.00). AGVEX (250) and RWIEX (250) have matching initial minimum investment requirements. AGVEX annual gain was more profitable for investors over the last year : 16.48 vs. RWIEX (13.68). AGVEX return over 5 years is better than : 63.12 vs. RWIEX (51.97).
| AGVEX | RWIEX | AGVEX / RWIEX | |
| Total Expense Ratio | 0.82 | 0.76 | 108% |
| Annual Report Gross Expense Ratio | 0.82 | 0.76 | 108% |
| Fund Existence | 6 years | 23 years | - |
| Gain YTD | 18.275 | 19.492 | 94% |
| 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 | 0.72 | 1.43 | 50% |
| Returns for 1 year | 16.48 | 13.68 | 120% |
| Returns for 3 years | 62.23 | 59.48 | 105% |
| Returns for 5 years | 63.12 | 51.97 | 121% |
| Returns for 10 years | N/A | 81.81 | - |
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