Interact to see
Advertisement
Advertisement
AGVDX vs RWIBX
AGVDX vs RWIBX Comparison
Open Charts AGVDX vs RWIBX
American Funds Global Insight C
Price$26.61
Change-$0.02 (-0.08%)
VolumeN/A
Net Assets17.97B
American Funds Capital World Gr&Inc R2
Price$71.57
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets137.49B
AGVDX vs RWIBX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 137B vs. AGVDX (18B). RWIBX pays higher dividends than AGVDX: RWIBX (0.82) 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 : 14.86 vs. RWIBX (10.52). AGVDX return over 5 years is better than : 55.49 vs. RWIBX (43.49).
| 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 | 14.946 | 14.943 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18B | 137B | 13% |
| Annual Yield % from dividends | 0.17 | 0.82 | 21% |
| Returns for 1 year | 14.86 | 10.52 | 141% |
| Returns for 3 years | 41.32 | 38.46 | 107% |
| Returns for 5 years | 55.49 | 43.49 | 128% |
| Returns for 10 years | N/A | 59.55 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement