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AGVFX vs RWIHX
AGVFX vs RWIHX Comparison
Open Charts AGVFX vs RWIHX
American Funds Global Insight A
Price$24.28
Change+$0.03 (+0.12%)
VolumeN/A
Net Assets15.86B
American Funds Capital World Gr&Inc R5E
Price$64.89
Change+$0.18 (+0.28%)
VolumeN/A
Net Assets124.44B
AGVFX vs RWIHX Comparison Chart
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AGVFX vs. RWIHX 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 RWIHX is a Buy.
FUNDAMENTALS
Fundamentals
RWIHX has more cash in the bank: 124B vs. AGVFX (15.9B). RWIHX pays higher dividends than AGVFX: RWIHX (1.82) vs AGVFX (0.85). AGVFX was incepted earlier than RWIHX: AGVFX (6 years) vs RWIHX (9 years). AGVFX (0.86) is less costly to investors than RWIHX (0.56). RWIHX is a more actively managed with annual turnover of: 27.00 vs. AGVFX (21.00). AGVFX (250) and RWIHX (250) have matching initial minimum investment requirements. AGVFX annual gain was more profitable for investors over the last year : 8.59 vs. RWIHX (2.19). AGVFX return over 5 years is better than : 65.48 vs. RWIHX (51.29).
| AGVFX | RWIHX | AGVFX / RWIHX | |
| Total Expense Ratio | 0.86 | 0.56 | 154% |
| Annual Report Gross Expense Ratio | 0.86 | 0.56 | 154% |
| Fund Existence | 6 years | 9 years | - |
| Gain YTD | 4.251 | 2.425 | 175% |
| 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 | 1.82 | 47% |
| Returns for 1 year | 8.59 | 2.19 | 393% |
| Returns for 3 years | 38.95 | 26.75 | 146% |
| Returns for 5 years | 65.48 | 51.29 | 128% |
| Returns for 10 years | N/A | N/A | - |
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