Ad is loading...
AGVFX vs RWIBX
AGVFX vs RWIBX Comparison
Open Charts AGVFX vs RWIBX
American Funds Global Insight A
Price$22.48
Change+$1.31 (+6.19%)
VolumeN/A
Net Assets13.88B
American Funds Capital World Gr&Inc R2
Price$59.77
Change+$3.85 (+6.88%)
VolumeN/A
Net Assets116.98B
AGVFX vs RWIBX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
AGVFX vs. RWIBX commentary
Apr 11, 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: 117B vs. AGVFX (13.9B). RWIBX pays higher dividends than AGVFX: RWIBX (0.92) vs AGVFX (0.87). AGVFX was incepted earlier than RWIBX: AGVFX (5 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 : -4.99 vs. RWIBX (-11.60). AGVFX return over 5 years is better than : 51.71 vs. RWIBX (33.84).
| AGVFX | RWIBX | AGVFX / RWIBX | |
| Total Expense Ratio | 0.86 | 1.51 | 57% |
| Annual Report Gross Expense Ratio | 0.86 | 1.51 | 57% |
| Fund Existence | 5 years | 23 years | - |
| Gain YTD | -9.103 | -10.493 | 87% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.9B | 117B | 12% |
| Annual Yield % from dividends | 0.87 | 0.92 | 95% |
| Returns for 1 year | -4.99 | -11.60 | 43% |
| Returns for 3 years | 7.92 | -0.36 | -2,176% |
| Returns for 5 years | 51.71 | 33.84 | 153% |
| Returns for 10 years | N/A | 20.23 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...