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AGVFX vs RWIEX
AGVFX vs RWIEX Comparison
Open Charts AGVFX vs RWIEX
American Funds Global Insight A
Price$24.28
Change+$0.03 (+0.12%)
VolumeN/A
Net Assets15.86B
American Funds Capital World Gr&Inc R4
Price$64.83
Change+$0.18 (+0.28%)
VolumeN/A
Net Assets124.44B
AGVFX vs RWIEX Comparison Chart
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AGVFX vs. RWIEX 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 RWIEX is a Buy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 124B vs. AGVFX (15.9B). RWIEX pays higher dividends than AGVFX: RWIEX (1.61) vs AGVFX (0.85). AGVFX was incepted earlier than RWIEX: AGVFX (6 years) vs RWIEX (23 years). AGVFX (0.86) is less costly to investors than RWIEX (0.76). RWIEX is a more actively managed with annual turnover of: 27.00 vs. AGVFX (21.00). AGVFX (250) and RWIEX (250) have matching initial minimum investment requirements. AGVFX annual gain was more profitable for investors over the last year : 8.59 vs. RWIEX (2.26). AGVFX return over 5 years is better than : 65.48 vs. RWIEX (50.71).
| AGVFX | RWIEX | AGVFX / RWIEX | |
| Total Expense Ratio | 0.86 | 0.76 | 113% |
| Annual Report Gross Expense Ratio | 0.86 | 0.76 | 113% |
| Fund Existence | 6 years | 23 years | - |
| Gain YTD | 4.251 | 2.642 | 161% |
| 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 | 1.61 | 53% |
| Returns for 1 year | 8.59 | 2.26 | 380% |
| Returns for 3 years | 38.95 | 30.78 | 127% |
| Returns for 5 years | 65.48 | 50.71 | 129% |
| Returns for 10 years | N/A | 40.97 | - |
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