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AGVFX vs RWIBX
AGVFX vs RWIBX Comparison
Open Charts AGVFX vs RWIBX
American Funds Global Insight A
Price$26.89
Change+$0.25 (+0.94%)
VolumeN/A
Net Assets17.78B
American Funds Capital World Gr&Inc R2
Price$71.42
Change+$0.91 (+1.29%)
VolumeN/A
Net Assets135.64B
AGVFX vs RWIBX Comparison Chart in %
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AGVFX vs. RWIBX commentary
Aug 14, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 136B vs. AGVFX (17.8B). RWIBX pays higher dividends than AGVFX: RWIBX (0.82) vs AGVFX (0.77). 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 : 18.99 vs. RWIBX (14.11). AGVFX return over 5 years is better than : 60.53 vs. RWIBX (42.83).
| 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 | 15.457 | 14.702 | 105% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.8B | 136B | 13% |
| Annual Yield % from dividends | 0.77 | 0.82 | 94% |
| Returns for 1 year | 18.99 | 14.11 | 135% |
| Returns for 3 years | 44.21 | 38.09 | 116% |
| Returns for 5 years | 60.53 | 42.83 | 141% |
| Returns for 10 years | N/A | 58.77 | - |
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