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AGVEX vs RWIEX
AGVEX vs RWIEX Comparison
Open Charts AGVEX vs RWIEX
American Funds Global Insight F-1
Price$23.51
Change-$0.32 (-1.34%)
VolumeN/A
Net Assets15.35B
American Funds Capital World Gr&Inc R4
Price$63.24
Change-$1.00 (-1.56%)
VolumeN/A
Net Assets122.35B
AGVEX vs RWIEX Comparison Chart
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AGVEX vs. RWIEX commentary
Mar 31, 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: 122B vs. AGVEX (15.3B). RWIEX pays higher dividends than AGVEX: RWIEX (1.58) vs AGVEX (0.79). AGVEX was incepted earlier than RWIEX: AGVEX (5 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 : 4.49 vs. RWIEX (-0.54). AGVEX return over 5 years is better than : 78.16 vs. RWIEX (64.70).
| AGVEX | RWIEX | AGVEX / RWIEX | |
| Total Expense Ratio | 0.82 | 0.76 | 108% |
| Annual Report Gross Expense Ratio | 0.82 | 0.76 | 108% |
| Fund Existence | 5 years | 23 years | - |
| Gain YTD | 0.858 | 0.124 | 689% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.3B | 122B | 13% |
| Annual Yield % from dividends | 0.79 | 1.58 | 50% |
| Returns for 1 year | 4.49 | -0.54 | -829% |
| Returns for 3 years | 16.55 | 10.58 | 156% |
| Returns for 5 years | 78.16 | 64.70 | 121% |
| Returns for 10 years | N/A | 42.01 | - |
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