Ad is loading...
AGVEX vs RWIEX
AGVEX vs RWIEX Comparison
Open Charts AGVEX vs RWIEX
American Funds Global Insight F-1
Price$23.76
Change+$0.10 (+0.42%)
VolumeN/A
Net Assets15.34B
American Funds Capital World Gr&Inc R4
Price$64.66
Change+$0.47 (+0.73%)
VolumeN/A
Net Assets126.7B
AGVEX vs RWIEX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
AGVEX vs. RWIEX commentary
Jan 19, 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: 127B vs. AGVEX (15.3B). RWIEX pays higher dividends than AGVEX: RWIEX (1.68) vs AGVEX (1.13). AGVEX was incepted earlier than RWIEX: AGVEX (5 years) vs RWIEX (23 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 : 13.56 vs. RWIEX (10.94). AGVEX return over 5 years is better than : 42.03 vs. RWIEX (27.76).
| AGVEX | RWIEX | AGVEX / RWIEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 23 years | - |
| Gain YTD | 1.931 | 2.068 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.3B | 127B | 12% |
| Annual Yield % from dividends | 1.13 | 1.68 | 67% |
| Returns for 1 year | 13.56 | 10.94 | 124% |
| Returns for 3 years | 15.67 | 8.62 | 182% |
| Returns for 5 years | 42.03 | 27.76 | 151% |
| Returns for 10 years | N/A | 47.94 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| CHAT | 42.27 | 0.67 | +1.61% |
| Roundhill Generative AI & Technology ETF | |||
| NLR | 87.26 | 1.32 | +1.54% |
| VanEck Uranium & Nuclear ETF | |||
| MSMR | 30.69 | 0.18 | +0.59% |
| McElhenny Sheffield Managed Risk ETF | |||
| SEPT | 31.03 | 0.14 | +0.46% |
| AllianzIM U.S. Large Cp Buffer10 Sep ETF | |||
| DFAT | 57.37 | 0.25 | +0.44% |
| Dimensional US Targeted Value ETF | |||