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AGVFX vs RWIBX
AGVFX vs RWIBX Comparison
Open Charts AGVFX vs RWIBX
American Funds Global Insight A
Price$23.59
Change-$0.25 (-1.05%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc R2
Price$66.16
Change-$0.70 (-1.05%)
VolumeN/A
CapitalizationN/A
AGVFX vs RWIBX Comparison Chart
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AGVFX vs. RWIBX commentary
Nov 18, 2024
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 AGVFX is a StrongBuy and RWIBX is a Sell.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 125B vs. AGVFX (14.8B). AGVFX (1.09) and RWIBX (1.05) have matching dividends . AGVFX was incepted earlier than RWIBX: AGVFX (5 years) vs RWIBX (22 years). RWIBX is a more actively managed with annual turnover of: 27.00 vs. AGVFX (23.00). AGVFX (250) and RWIBX (250) have matching initial minimum investment requirements. RWIBX (18.20) and AGVFX (17.32) have marching annual gain over last year. AGVFX return over 5 years is better than : 47.38 vs. RWIBX (35.89).
| AGVFX | RWIBX | AGVFX / RWIBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 22 years | - |
| Gain YTD | 10.440 | 12.357 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.8B | 125B | 12% |
| Annual Yield % from dividends | 1.09 | 1.05 | 105% |
| Returns for 1 year | 17.32 | 18.20 | 95% |
| Returns for 3 years | 10.56 | 1.61 | 655% |
| Returns for 5 years | 47.38 | 35.89 | 132% |
| Returns for 10 years | N/A | 45.76 | - |
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