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AGVGX vs RWIFX
AGVGX vs RWIFX Comparison
Open Charts AGVGX vs RWIFX
American Funds Global Insight F-2
Price$26.41
Change+$0.07 (+0.27%)
VolumeN/A
Net Assets17.27B
American Funds Capital World Gr&Inc R5
Price$71.16
Change+$0.25 (+0.35%)
VolumeN/A
Net Assets134.69B
AGVGX vs RWIFX Comparison Chart in %
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AGVGX vs. RWIFX commentary
Jul 04, 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 Hold.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 135B vs. AGVGX (17.3B). RWIFX pays higher dividends than AGVGX: RWIFX (1.72) vs AGVGX (1.08). AGVGX was incepted earlier than RWIFX: AGVGX (6 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 : 15.63 vs. RWIFX (9.95). AGVGX return over 5 years is better than : 67.89 vs. RWIFX (53.64).
| AGVGX | RWIFX | AGVGX / RWIFX | |
| Total Expense Ratio | 0.54 | 0.46 | 117% |
| Annual Report Gross Expense Ratio | 0.54 | 0.46 | 117% |
| Fund Existence | 6 years | 23 years | - |
| Gain YTD | 13.057 | 13.022 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.3B | 135B | 13% |
| Annual Yield % from dividends | 1.08 | 1.72 | 63% |
| Returns for 1 year | 15.63 | 9.95 | 157% |
| Returns for 3 years | 54.47 | 50.43 | 108% |
| Returns for 5 years | 67.89 | 53.64 | 127% |
| Returns for 10 years | N/A | 62.02 | - |
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