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AGVDX vs RWIBX
AGVDX vs RWIBX Comparison
Open Charts AGVDX vs RWIBX
American Funds Global Insight C
Price$26.86
Change+$0.22 (+0.83%)
VolumeN/A
Net Assets18.12B
American Funds Capital World Gr&Inc R2
Price$72.30
Change+$0.32 (+0.44%)
VolumeN/A
Net Assets137.57B
AGVDX vs RWIBX Comparison Chart in %
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AGVDX vs. RWIBX commentary
Sep 09, 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 AGVDX is a Buy and RWIBX is a Buy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 138B vs. AGVDX (18.1B). RWIBX pays higher dividends than AGVDX: RWIBX (0.80) vs AGVDX (0.17). AGVDX was incepted earlier than RWIBX: AGVDX (6 years) vs RWIBX (23 years). AGVDX (1.56) and RWIBX (1.51) have similar cost to investors . RWIBX is a more actively managed with annual turnover of: 27.00 vs. AGVDX (21.00). AGVDX (250) and RWIBX (250) have matching initial minimum investment requirements. AGVDX annual gain was more profitable for investors over the last year : 15.58 vs. RWIBX (12.25). AGVDX return over 5 years is better than : 56.19 vs. RWIBX (43.09).
| 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 | 23 years | - |
| Gain YTD | 15.464 | 15.601 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.1B | 138B | 13% |
| Annual Yield % from dividends | 0.17 | 0.80 | 21% |
| Returns for 1 year | 15.58 | 12.25 | 127% |
| Returns for 3 years | 54.81 | 51.07 | 107% |
| Returns for 5 years | 56.19 | 43.09 | 130% |
| Returns for 10 years | N/A | 70.56 | - |
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