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AGVDX vs RWIBX
AGVDX vs RWIBX Comparison
Open Charts AGVDX vs RWIBX
American Funds Global Insight C
Price$27.48
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets18.69B
American Funds Capital World Gr&Inc R2
Price$74.19
Change-$0.09 (-0.12%)
VolumeN/A
Net Assets140.97B
AGVDX vs RWIBX Comparison Chart in %
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AGVDX vs. RWIBX commentary
Oct 19, 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 Hold and RWIBX is a Hold.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 141B vs. AGVDX (18.7B). RWIBX pays higher dividends than AGVDX: RWIBX (0.76) vs AGVDX (0.16). 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 : 14.90 vs. RWIBX (9.87). AGVDX return over 5 years is better than : 57.75 vs. RWIBX (46.31).
| 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 | 18.704 | 19.247 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.7B | 141B | 13% |
| Annual Yield % from dividends | 0.16 | 0.76 | 21% |
| Returns for 1 year | 14.90 | 9.87 | 151% |
| Returns for 3 years | 65.32 | 63.42 | 103% |
| Returns for 5 years | 57.75 | 46.31 | 125% |
| Returns for 10 years | N/A | 71.70 | - |
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