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AGVDX vs RWIBX
AGVDX vs RWIBX Comparison
Open Charts AGVDX vs RWIBX
American Funds Global Insight C
Price$28.69
Change+$1.03 (+3.72%)
VolumeN/A
Net Assets19.37B
American Funds Capital World Gr&Inc R2
Price$73.65
Change-$1.17 (-1.56%)
VolumeN/A
Net Assets142.37B
AGVDX vs RWIBX Comparison Chart in %
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AGVDX vs. RWIBX commentary
Feb 04, 2026
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 AGVDX is a StrongBuy and RWIBX is a Buy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 142B vs. AGVDX (19.4B). RWIBX pays higher dividends than AGVDX: RWIBX (0.82) vs AGVDX (0.23). AGVDX was incepted earlier than RWIBX: AGVDX (6 years) vs RWIBX (24 years). AGVDX (1.56) and RWIBX (1.51) have similar cost to investors . AGVDX is a more actively managed with annual turnover of: 35.00 vs. RWIBX (27.00). AGVDX (250) and RWIBX (250) have matching initial minimum investment requirements. AGVDX annual gain was more profitable for investors over the last year : 20.57 vs. RWIBX (15.23). AGVDX return over 5 years is better than : 47.55 vs. RWIBX (26.57).
| AGVDX | RWIBX | AGVDX / RWIBX | |
| Total Expense Ratio | 1.56 | 1.51 | 103% |
| Annual Report Gross Expense Ratio | 1.56 | 1.51 | 103% |
| Fund Existence | 6 years | 24 years | - |
| Gain YTD | 2.282 | 4.855 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.4B | 142B | 14% |
| Annual Yield % from dividends | 0.23 | 0.82 | 27% |
| Returns for 1 year | 20.57 | 15.23 | 135% |
| Returns for 3 years | 49.05 | 39.74 | 123% |
| Returns for 5 years | 47.55 | 26.57 | 179% |
| Returns for 10 years | N/A | 93.35 | - |
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