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AGVFX vs RWIBX
AGVFX vs RWIBX Comparison
Open Charts AGVFX vs RWIBX
American Funds Global Insight A
Price$25.71
Change+$0.13 (+0.51%)
VolumeN/A
Net Assets16.75B
American Funds Capital World Gr&Inc R2
Price$67.90
Change+$0.24 (+0.35%)
VolumeN/A
Net Assets130.86B
AGVFX vs RWIBX Comparison Chart
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AGVFX vs. RWIBX commentary
Jun 07, 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: 131B vs. AGVFX (16.7B). RWIBX pays higher dividends than AGVFX: RWIBX (0.86) vs AGVFX (0.80). 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 : 12.49 vs. RWIBX (5.49). AGVFX return over 5 years is better than : 60.84 vs. RWIBX (42.11).
| 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 | 10.391 | 8.682 | 120% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.7B | 131B | 13% |
| Annual Yield % from dividends | 0.80 | 0.86 | 94% |
| Returns for 1 year | 12.49 | 5.49 | 228% |
| Returns for 3 years | 38.09 | 26.76 | 142% |
| Returns for 5 years | 60.84 | 42.11 | 144% |
| Returns for 10 years | N/A | 48.90 | - |
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