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AGOCX vs RWIFX
AGOCX vs RWIFX Comparison
Open Charts AGOCX vs RWIFX
PGIM Jennison Global Equity Income C
Price$12.76
Change+$0.04 (+0.31%)
VolumeN/A
Net Assets735.86M
American Funds Capital World Gr&Inc R5
Price$73.30
Change+$0.34 (+0.47%)
VolumeN/A
Net Assets137.57B
AGOCX vs RWIFX Comparison Chart in %
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AGOCX vs. RWIFX commentary
Sep 08, 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 AGOCX is a Buy and RWIFX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 138B vs. AGOCX (736M). AGOCX (1.75) and RWIFX (1.69) have matching dividends . AGOCX was incepted earlier than RWIFX: AGOCX (28 years) vs RWIFX (23 years). AGOCX (2.10) is less costly to investors than RWIFX (0.46). RWIFX is a more actively managed with annual turnover of: 27.00 vs. AGOCX (6.00). RWIFX has a lower initial minimum investment than AGOCX: RWIFX (250) vs AGOCX (1000). RWIFX annual gain was more profitable for investors over the last year : 13.51 vs. AGOCX (7.32). RWIFX return over 5 years is better than : 48.74 vs. AGOCX (18.49).
| AGOCX | RWIFX | AGOCX / RWIFX | |
| Total Expense Ratio | 2.10 | 0.46 | 457% |
| Annual Report Gross Expense Ratio | 2.10 | 0.46 | 457% |
| Fund Existence | 28 years | 23 years | - |
| Gain YTD | 15.470 | 16.421 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 736M | 138B | 1% |
| Annual Yield % from dividends | 1.75 | 1.69 | 104% |
| Returns for 1 year | 7.32 | 13.51 | 54% |
| Returns for 3 years | 19.85 | 55.27 | 36% |
| Returns for 5 years | 18.49 | 48.74 | 38% |
| Returns for 10 years | -4.55 | 77.64 | -6% |
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