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AGVEX vs RWIEX
AGVEX vs RWIEX Comparison
Open Charts AGVEX vs RWIEX
American Funds Global Insight F-1
Price$23.59
Change-$0.25 (-1.05%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc R4
Price$67.02
Change-$0.72 (-1.06%)
VolumeN/A
CapitalizationN/A
AGVEX vs RWIEX Comparison Chart
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AGVEX vs. RWIEX commentary
Nov 18, 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 Sell.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 125B vs. AGVEX (14.8B). RWIEX pays higher dividends than AGVEX: RWIEX (1.68) vs AGVEX (1.13). AGVEX was incepted earlier than RWIEX: AGVEX (5 years) vs RWIEX (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. RWIEX annual gain was more profitable for investors over the last year : 19.09 vs. AGVEX (17.37). AGVEX return over 5 years is better than : 46.71 vs. RWIEX (38.81).
| 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 | 10.492 | 13.087 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.8B | 125B | 12% |
| Annual Yield % from dividends | 1.13 | 1.68 | 67% |
| Returns for 1 year | 17.37 | 19.09 | 91% |
| Returns for 3 years | 10.67 | 3.22 | 332% |
| Returns for 5 years | 46.71 | 38.81 | 120% |
| Returns for 10 years | N/A | 49.45 | - |