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AGVGX vs RWIFX
AGVGX vs RWIFX Comparison
Open Charts AGVGX vs RWIFX
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 R5
Price$63.14
Change+$0.99 (+1.59%)
VolumeN/A
Net Assets119.48B
AGVGX vs RWIFX Comparison Chart
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AGVGX vs. RWIFX 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 RWIFX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 119B vs. AGVGX (15.2B). RWIFX pays higher dividends than AGVGX: RWIFX (1.93) vs AGVGX (1.21). AGVGX was incepted earlier than RWIFX: AGVGX (5 years) vs RWIFX (23 years). AGVGX (0.54) is less costly to investors than RWIFX (0.46). RWIFX is a more actively managed with annual turnover of: 27.00 vs. AGVGX (21.00). AGVGX (250) and RWIFX (250) have matching initial minimum investment requirements. AGVGX annual gain was more profitable for investors over the last year : 7.38 vs. RWIFX (1.75). AGVGX return over 5 years is better than : 67.06 vs. RWIFX (52.63).
| AGVGX | RWIFX | AGVGX / RWIFX | |
| Total Expense Ratio | 0.54 | 0.46 | 117% |
| Annual Report Gross Expense Ratio | 0.54 | 0.46 | 117% |
| Fund Existence | 5 years | 23 years | - |
| Gain YTD | 0.985 | -0.287 | -343% |
| 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 | 1.93 | 63% |
| Returns for 1 year | 7.38 | 1.75 | 420% |
| Returns for 3 years | 25.82 | 19.37 | 133% |
| Returns for 5 years | 67.06 | 52.63 | 127% |
| Returns for 10 years | N/A | 37.29 | - |