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AGVEX vs RWIEX
AGVEX vs RWIEX Comparison
Open Charts AGVEX vs RWIEX
American Funds Global Insight F-1
Price$26.04
Change+$0.22 (+0.85%)
VolumeN/A
Net Assets16.98B
American Funds Capital World Gr&Inc R4
Price$70.26
Change+$0.79 (+1.14%)
VolumeN/A
Net Assets132.68B
AGVEX vs RWIEX Comparison Chart in %
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AGVEX vs. RWIEX commentary
Jun 27, 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: 133B vs. AGVEX (17B). RWIEX pays higher dividends than AGVEX: RWIEX (1.53) vs AGVEX (0.76). 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 : 14.47 vs. RWIEX (9.12). AGVEX return over 5 years is better than : 68.56 vs. RWIEX (55.75).
| 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 | 11.712 | 11.799 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17B | 133B | 13% |
| Annual Yield % from dividends | 0.76 | 1.53 | 50% |
| Returns for 1 year | 14.47 | 9.12 | 159% |
| Returns for 3 years | 49.06 | 44.89 | 109% |
| Returns for 5 years | 68.56 | 55.75 | 123% |
| Returns for 10 years | N/A | 59.52 | - |
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