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AGVEX vs RWIEX
AGVEX vs RWIEX Comparison
Open Charts AGVEX vs RWIEX
American Funds Global Insight F-1
Price$26.93
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets17.96B
American Funds Capital World Gr&Inc R4
Price$72.62
Change+$0.07 (+0.10%)
VolumeN/A
Net Assets136.73B
AGVEX vs RWIEX Comparison Chart in %
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AGVEX vs. RWIEX commentary
Aug 28, 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: 137B vs. AGVEX (18B). 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 : 13.39 vs. RWIEX (9.58). AGVEX return over 5 years is better than : 57.18 vs. RWIEX (43.57).
| 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 | 15.530 | 15.554 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18B | 137B | 13% |
| Annual Yield % from dividends | 0.73 | 1.46 | 50% |
| Returns for 1 year | 13.39 | 9.58 | 140% |
| Returns for 3 years | 52.13 | 48.03 | 109% |
| Returns for 5 years | 57.18 | 43.57 | 131% |
| Returns for 10 years | N/A | 72.48 | - |
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