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AGVFX vs RWIFX
AGVFX vs RWIFX Comparison
Open Charts AGVFX vs RWIFX
American Funds Global Insight A
Price$27.50
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets18.62B
American Funds Capital World Gr&Inc R5
Price$74.84
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets138.65B
AGVFX vs RWIFX Comparison Chart in %
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AGVFX vs. RWIFX commentary
Nov 20, 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 Hold and RWIFX is a Hold.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 139B vs. AGVFX (18.6B). RWIFX pays higher dividends than AGVFX: RWIFX (1.60) vs AGVFX (0.73). AGVFX was incepted earlier than RWIFX: AGVFX (6 years) vs RWIFX (24 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 : 17.02 vs. RWIFX (12.54). AGVFX return over 5 years is better than : 54.54 vs. RWIFX (43.47).
| AGVFX | RWIFX | AGVFX / RWIFX | |
| Total Expense Ratio | 0.86 | 0.46 | 187% |
| Annual Report Gross Expense Ratio | 0.86 | 0.46 | 187% |
| Fund Existence | 6 years | 24 years | - |
| Gain YTD | 18.076 | 19.262 | 94% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.6B | 139B | 13% |
| Annual Yield % from dividends | 0.73 | 1.60 | 45% |
| Returns for 1 year | 17.02 | 12.54 | 136% |
| Returns for 3 years | 52.88 | 52.05 | 102% |
| Returns for 5 years | 54.54 | 43.47 | 125% |
| Returns for 10 years | N/A | 76.17 | - |
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