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AGVEX vs RWIEX
AGVEX vs RWIEX Comparison
Open Charts AGVEX vs RWIEX
AGVEX vs RWIEX Comparison Chart in %
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AGVEX vs. RWIEX commentary
Sep 05, 2026
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 Buy and RWIEX is a Hold.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 156B vs. AGVEX (21.5B). RWIEX pays higher dividends than AGVEX: RWIEX (1.32) vs AGVEX (0.72). AGVEX was incepted earlier than RWIEX: AGVEX (7 years) vs RWIEX (24 years). AGVEX (0.82) is less costly to investors than RWIEX (0.76). RWIEX is a more actively managed with annual turnover of: 44.00 vs. AGVEX (35.00). AGVEX (250) and RWIEX (250) have matching initial minimum investment requirements. AGVEX annual gain was more profitable for investors over the last year : 17.26 vs. RWIEX (15.45). AGVEX return over 5 years is better than : 50.88 vs. RWIEX (32.13).
| AGVEX | RWIEX | AGVEX / RWIEX | |
| Total Expense Ratio | 0.82 | 0.76 | 108% |
| Annual Report Gross Expense Ratio | 0.82 | 0.76 | 108% |
| Fund Existence | 7 years | 24 years | - |
| Gain YTD | 10.777 | 16.794 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.5B | 156B | 14% |
| Annual Yield % from dividends | 0.72 | 1.32 | 54% |
| Returns for 1 year | 17.26 | 15.45 | 112% |
| Returns for 3 years | 59.35 | 51.89 | 114% |
| Returns for 5 years | 50.88 | 32.13 | 158% |
| Returns for 10 years | N/A | 92.69 | - |
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