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AGVFX vs RWIBX
AGVFX vs RWIBX Comparison
Open Charts AGVFX vs RWIBX
American Funds Global Insight A
Price$24.28
Change+$0.03 (+0.12%)
VolumeN/A
Net Assets15.86B
American Funds Capital World Gr&Inc R2
Price$63.96
Change+$0.18 (+0.28%)
VolumeN/A
Net Assets124.44B
AGVFX vs RWIBX Comparison Chart
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AGVFX vs. RWIBX commentary
May 09, 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 AGVFX is a StrongBuy and RWIBX is a Buy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 124B vs. AGVFX (15.9B). RWIBX pays higher dividends than AGVFX: RWIBX (0.91) vs AGVFX (0.85). AGVFX was incepted earlier than RWIBX: AGVFX (6 years) vs RWIBX (23 years). RWIBX (1.51) is less costly to investors than AGVFX (0.86). RWIBX is a more actively managed with annual turnover of: 27.00 vs. AGVFX (21.00). AGVFX (250) and RWIBX (250) have matching initial minimum investment requirements. AGVFX annual gain was more profitable for investors over the last year : 8.59 vs. RWIBX (1.43). AGVFX return over 5 years is better than : 65.48 vs. RWIBX (46.85).
| AGVFX | RWIBX | AGVFX / RWIBX | |
| Total Expense Ratio | 0.86 | 1.51 | 57% |
| Annual Report Gross Expense Ratio | 0.86 | 1.51 | 57% |
| Fund Existence | 6 years | 23 years | - |
| Gain YTD | 4.251 | 2.376 | 179% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.9B | 124B | 13% |
| Annual Yield % from dividends | 0.85 | 0.91 | 94% |
| Returns for 1 year | 8.59 | 1.43 | 601% |
| Returns for 3 years | 38.95 | 28.48 | 137% |
| Returns for 5 years | 65.48 | 46.85 | 140% |
| Returns for 10 years | N/A | 37.12 | - |
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