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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
Jul 06, 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 (1.58) vs AGVEX (0.71). 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 annual gain was more profitable for investors over the last year : 19.41 vs. RWIFX (16.08). AGVEX return over 5 years is better than : 52.73 vs. RWIFX (34.19).
| 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 | 10.177 | 14.384 | 71% |
| 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 | 0.71 | 1.58 | 45% |
| Returns for 1 year | 19.41 | 16.08 | 121% |
| Returns for 3 years | 56.70 | 49.74 | 114% |
| Returns for 5 years | 52.73 | 34.19 | 154% |
| Returns for 10 years | N/A | 102.70 | - |
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