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AGVFX vs RWIFX
AGVFX vs RWIFX Comparison
Open Charts AGVFX vs RWIFX
American Funds Global Insight A
Price$23.65
Change+$0.01 (+0.04%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc R5
Price$64.72
Change+$0.01 (+0.02%)
VolumeN/A
CapitalizationN/A
AGVFX vs RWIFX Comparison Chart
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AGVFX vs. RWIFX commentary
Dec 27, 2024
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: 127B vs. AGVFX (15.2B). RWIFX pays higher dividends than AGVFX: RWIFX (1.94) vs AGVFX (1.09). AGVFX was incepted earlier than RWIFX: AGVFX (5 years) vs RWIFX (23 years). RWIFX is a more actively managed with annual turnover of: 27.00 vs. AGVFX (23.00). AGVFX (250) and RWIFX (250) have matching initial minimum investment requirements. AGVFX annual gain was more profitable for investors over the last year : 11.50 vs. RWIFX (9.57). AGVFX return over 5 years is better than : 45.34 vs. RWIFX (31.06).
| AGVFX | RWIFX | AGVFX / RWIFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 23 years | - |
| Gain YTD | 11.661 | 9.756 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.2B | 127B | 12% |
| Annual Yield % from dividends | 1.09 | 1.94 | 56% |
| Returns for 1 year | 11.50 | 9.57 | 120% |
| Returns for 3 years | 11.37 | 6.01 | 189% |
| Returns for 5 years | 45.34 | 31.06 | 146% |
| Returns for 10 years | N/A | 47.13 | - |
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