Ad is loading...
AGVGX vs RWIFX
AGVGX vs RWIFX Comparison
Open Charts AGVGX vs RWIFX
American Funds Global Insight F-2
Price$22.99
Change-$0.76 (-3.20%)
VolumeN/A
Net Assets15.5B
American Funds Capital World Gr&Inc R5
Price$61.69
Change-$2.23 (-3.49%)
VolumeN/A
Net Assets123.19B
AGVGX vs RWIFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
AGVGX vs. RWIFX commentary
Apr 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 Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 123B vs. AGVGX (15.5B). 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 : 2.89 vs. RWIFX (0.55). AGVGX return over 5 years is better than : 79.40 vs. RWIFX (70.05).
| 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 | -1.584 | 0.945 | -168% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.5B | 123B | 13% |
| Annual Yield % from dividends | 1.21 | 1.93 | 63% |
| Returns for 1 year | 2.89 | 0.55 | 527% |
| Returns for 3 years | 15.51 | 12.30 | 126% |
| Returns for 5 years | 79.40 | 70.05 | 113% |
| Returns for 10 years | N/A | 42.59 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...