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AGVEX vs RWIEX
AGVEX vs RWIEX Comparison
Open Charts AGVEX vs RWIEX
American Funds Global Insight F-1
Price$23.34
Change-$0.65 (-2.71%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc R4
Price$63.45
Change-$1.80 (-2.76%)
VolumeN/A
CapitalizationN/A
AGVEX vs RWIEX Comparison Chart
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AGVEX vs. RWIEX commentary
Dec 19, 2024
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 Buy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 121B vs. AGVEX (15.4B). RWIEX pays higher dividends than AGVEX: RWIEX (1.68) vs AGVEX (1.13). AGVEX was incepted earlier than RWIEX: AGVEX (5 years) vs RWIEX (22 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 : 14.66 vs. RWIEX (8.44). AGVEX return over 5 years is better than : 48.45 vs. RWIEX (28.76).
| AGVEX | RWIEX | AGVEX / RWIEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 22 years | - |
| Gain YTD | 13.266 | 7.611 | 174% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.4B | 121B | 13% |
| Annual Yield % from dividends | 1.13 | 1.68 | 67% |
| Returns for 1 year | 14.66 | 8.44 | 174% |
| Returns for 3 years | 17.13 | 7.12 | 240% |
| Returns for 5 years | 48.45 | 28.76 | 168% |
| Returns for 10 years | N/A | 43.96 | - |
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