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AGVFX vs RWIFX
AGVFX vs RWIFX Comparison
Open Charts AGVFX vs RWIFX
American Funds Global Insight A
Price$22.48
Change+$1.31 (+6.19%)
VolumeN/A
Net Assets13.88B
American Funds Capital World Gr&Inc R5
Price$60.75
Change+$3.91 (+6.88%)
VolumeN/A
Net Assets116.98B
AGVFX vs RWIFX Comparison Chart
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AGVFX vs. RWIFX 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 RWIFX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 117B vs. AGVFX (13.9B). RWIFX pays higher dividends than AGVFX: RWIFX (1.93) vs AGVFX (0.87). AGVFX was incepted earlier than RWIFX: AGVFX (5 years) vs RWIFX (23 years). AGVFX (0.86) is less costly to investors than RWIFX (0.46). RWIFX is a more actively managed with annual turnover of: 27.00 vs. AGVFX (21.00). AGVFX (250) and RWIFX (250) have matching initial minimum investment requirements. AGVFX annual gain was more profitable for investors over the last year : -4.99 vs. RWIFX (-10.59). AGVFX return over 5 years is better than : 51.71 vs. RWIFX (38.79).
| AGVFX | RWIFX | AGVFX / RWIFX | |
| Total Expense Ratio | 0.86 | 0.46 | 187% |
| Annual Report Gross Expense Ratio | 0.86 | 0.46 | 187% |
| Fund Existence | 5 years | 23 years | - |
| Gain YTD | -9.103 | -10.236 | 89% |
| 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 | 1.93 | 45% |
| Returns for 1 year | -4.99 | -10.59 | 47% |
| Returns for 3 years | 7.92 | 2.13 | 372% |
| Returns for 5 years | 51.71 | 38.79 | 133% |
| Returns for 10 years | N/A | 24.94 | - |
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