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AGVEX vs RWIEX
AGVEX vs RWIEX Comparison
Open Charts AGVEX vs RWIEX
American Funds Global Insight F-1
Price$26.51
Change+$0.16 (+0.61%)
VolumeN/A
Net Assets17.38B
American Funds Capital World Gr&Inc R4
Price$71.16
Change+$0.20 (+0.28%)
VolumeN/A
Net Assets135.04B
AGVEX vs RWIEX Comparison Chart in %
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AGVEX vs. RWIEX commentary
Jul 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 Buy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 135B vs. AGVEX (17.4B). RWIEX pays higher dividends than AGVEX: RWIEX (1.46) vs AGVEX (0.73). 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 : 14.35 vs. RWIEX (6.87). AGVEX return over 5 years is better than : 62.11 vs. RWIEX (48.57).
| 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 | 13.728 | 13.231 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.4B | 135B | 13% |
| Annual Yield % from dividends | 0.73 | 1.46 | 50% |
| Returns for 1 year | 14.35 | 6.87 | 209% |
| Returns for 3 years | 54.58 | 51.87 | 105% |
| Returns for 5 years | 62.11 | 48.57 | 128% |
| Returns for 10 years | N/A | 57.59 | - |