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AGVHX vs RWIFX
AGVHX vs RWIFX Comparison
Open Charts AGVHX vs RWIFX
American Funds Global Insight F-3
Price$21.29
Change-$0.06 (-0.28%)
VolumeN/A
Net Assets13.92B
American Funds Capital World Gr&Inc R5
Price$56.84
Change-$0.43 (-0.75%)
VolumeN/A
Net Assets110.35B
AGVHX vs RWIFX Comparison Chart
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AGVHX vs. RWIFX commentary
Apr 10, 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 AGVHX is a Hold and RWIFX is a Hold.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 110B vs. AGVHX (13.9B). RWIFX pays higher dividends than AGVHX: RWIFX (1.93) vs AGVHX (1.26). AGVHX was incepted earlier than RWIFX: AGVHX (14 years) vs RWIFX (23 years). RWIFX (0.46) and AGVHX (0.45) have similar cost to investors . RWIFX is a more actively managed with annual turnover of: 27.00 vs. AGVHX (21.00). RWIFX has a lower initial minimum investment than AGVHX: RWIFX (250) vs AGVHX (1000000). AGVHX annual gain was more profitable for investors over the last year : -4.63 vs. RWIFX (-10.58). AGVHX return over 5 years is better than : 53.60 vs. RWIFX (38.79).
| AGVHX | RWIFX | AGVHX / RWIFX | |
| Total Expense Ratio | 0.45 | 0.46 | 98% |
| Annual Report Gross Expense Ratio | 0.45 | 0.46 | 98% |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | -8.978 | -10.236 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.9B | 110B | 13% |
| Annual Yield % from dividends | 1.26 | 1.93 | 65% |
| Returns for 1 year | -4.63 | -10.58 | 44% |
| Returns for 3 years | 9.27 | 2.13 | 436% |
| Returns for 5 years | 53.60 | 38.79 | 138% |
| Returns for 10 years | 66.88 | 24.94 | 268% |
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