Ad is loading...
AGVFX vs RWIBX
AGVFX vs RWIBX Comparison
Open Charts AGVFX vs RWIBX
American Funds Global Insight A
Price$23.65
Change+$0.01 (+0.04%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc R2
Price$63.70
Change+$0.01 (+0.02%)
VolumeN/A
CapitalizationN/A
AGVFX vs RWIBX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
AGVFX vs. RWIBX commentary
Dec 27, 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 Buy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 127B vs. AGVFX (15.2B). AGVFX (1.09) and RWIBX (1.05) have matching dividends . AGVFX was incepted earlier than RWIBX: AGVFX (5 years) vs RWIBX (23 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. AGVFX annual gain was more profitable for investors over the last year : 11.50 vs. RWIBX (8.35). AGVFX return over 5 years is better than : 45.34 vs. RWIBX (26.83).
| AGVFX | RWIBX | AGVFX / RWIBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 23 years | - |
| Gain YTD | 11.661 | 8.537 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.2B | 127B | 12% |
| Annual Yield % from dividends | 1.09 | 1.05 | 105% |
| Returns for 1 year | 11.50 | 8.35 | 138% |
| Returns for 3 years | 11.37 | 3.70 | 307% |
| Returns for 5 years | 45.34 | 26.83 | 169% |
| Returns for 10 years | N/A | 41.97 | - |