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AGVGX vs RWIBX
AGVGX vs RWIBX Comparison
Open Charts AGVGX vs RWIBX
American Funds Global Insight F-2
Price$23.59
Change+$0.41 (+1.77%)
VolumeN/A
Net Assets15.2B
American Funds Capital World Gr&Inc R2
Price$62.09
Change+$0.97 (+1.59%)
VolumeN/A
Net Assets119.48B
AGVGX vs RWIBX Comparison Chart
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AGVGX vs. RWIBX commentary
Apr 25, 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 AGVGX is a StrongBuy and RWIBX is a Buy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 119B vs. AGVGX (15.2B). AGVGX pays higher dividends than RWIBX: AGVGX (1.21) vs RWIBX (0.92). AGVGX was incepted earlier than RWIBX: AGVGX (5 years) vs RWIBX (23 years). RWIBX (1.51) is less costly to investors than AGVGX (0.54). RWIBX is a more actively managed with annual turnover of: 27.00 vs. AGVGX (21.00). AGVGX (250) and RWIBX (250) have matching initial minimum investment requirements. AGVGX annual gain was more profitable for investors over the last year : 7.38 vs. RWIBX (0.61). AGVGX return over 5 years is better than : 67.06 vs. RWIBX (47.17).
| AGVGX | RWIBX | AGVGX / RWIBX | |
| Total Expense Ratio | 0.54 | 1.51 | 36% |
| Annual Report Gross Expense Ratio | 0.54 | 1.51 | 36% |
| Fund Existence | 5 years | 23 years | - |
| Gain YTD | 0.985 | -0.617 | -160% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.2B | 119B | 13% |
| Annual Yield % from dividends | 1.21 | 0.92 | 132% |
| Returns for 1 year | 7.38 | 0.61 | 1,205% |
| Returns for 3 years | 25.82 | 16.45 | 157% |
| Returns for 5 years | 67.06 | 47.17 | 142% |
| Returns for 10 years | N/A | 32.15 | - |
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