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AGVEX vs RWIFX
AGVEX vs RWIFX Comparison
Open Charts AGVEX vs RWIFX
AGVEX vs RWIFX Comparison Chart in %
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AGVEX vs. RWIFX commentary
Jun 15, 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 Hold and RWIFX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 160B vs. AGVEX (21.5B). RWIFX pays higher dividends than AGVEX: RWIFX (1.57) vs AGVEX (0.72). AGVEX was incepted earlier than RWIFX: AGVEX (7 years) vs RWIFX (24 years). AGVEX (0.82) is less costly to investors than RWIFX (0.46). RWIFX is a more actively managed with annual turnover of: 44.00 vs. AGVEX (35.00). AGVEX (250) and RWIFX (250) have matching initial minimum investment requirements. AGVEX (18.98) and RWIFX (18.29) have marching annual gain over last year. AGVEX return over 5 years is better than : 49.60 vs. RWIFX (33.78).
| AGVEX | RWIFX | AGVEX / RWIFX | |
| Total Expense Ratio | 0.82 | 0.46 | 178% |
| Annual Report Gross Expense Ratio | 0.82 | 0.46 | 178% |
| Fund Existence | 7 years | 24 years | - |
| Gain YTD | 8.021 | 13.795 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.5B | 160B | 13% |
| Annual Yield % from dividends | 0.72 | 1.57 | 46% |
| Returns for 1 year | 18.98 | 18.29 | 104% |
| Returns for 3 years | 55.15 | 50.44 | 109% |
| Returns for 5 years | 49.60 | 33.78 | 147% |
| Returns for 10 years | N/A | 104.99 | - |
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