Interact to see
Advertisement
Advertisement
AGVDX vs RWIFX
AGVDX vs RWIFX Comparison
Open Charts AGVDX vs RWIFX
American Funds Global Insight C
Price$27.72
Change-$0.36 (-1.28%)
VolumeN/A
Net Assets19.22B
American Funds Capital World Gr&Inc R5
Price$77.65
Change+$0.33 (+0.43%)
VolumeN/A
Net Assets143.54B
AGVDX vs RWIFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AGVDX vs. RWIFX commentary
Nov 14, 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 RWIFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 144B vs. AGVDX (19.2B). RWIFX pays higher dividends than AGVDX: RWIFX (1.60) vs AGVDX (0.16). AGVDX was incepted earlier than RWIFX: AGVDX (6 years) vs RWIFX (24 years). AGVDX (1.56) is less costly to investors than RWIFX (0.46). RWIFX is a more actively managed with annual turnover of: 27.00 vs. AGVDX (21.00). AGVDX (250) and RWIFX (250) have matching initial minimum investment requirements. AGVDX annual gain was more profitable for investors over the last year : 18.65 vs. RWIFX (15.39). AGVDX return over 5 years is better than : 54.47 vs. RWIFX (49.55).
| AGVDX | RWIFX | AGVDX / RWIFX | |
| Total Expense Ratio | 1.56 | 0.46 | 339% |
| Annual Report Gross Expense Ratio | 1.56 | 0.46 | 339% |
| Fund Existence | 6 years | 24 years | - |
| Gain YTD | 21.296 | 23.740 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.2B | 144B | 13% |
| Annual Yield % from dividends | 0.16 | 1.60 | 10% |
| Returns for 1 year | 18.65 | 15.39 | 121% |
| Returns for 3 years | 54.91 | 57.49 | 96% |
| Returns for 5 years | 54.47 | 49.55 | 110% |
| Returns for 10 years | N/A | 88.26 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| GSEU | 44.75 | 0.25 | +0.56% |
| Goldman Sachs ActiveBeta® Europe Eq ETF | |||
| IFRA | 52.94 | 0.28 | +0.53% |
| iShares US Infrastructure ETF | |||
| EDZ | 35.29 | 0.08 | +0.23% |
| Direxion Daily MSCI Em Mkts Bear 3X ETF | |||
| HYGH | 86.05 | -0.13 | -0.15% |
| iShares Interest Rate Hdg Hi Yld Bd ETF | |||
| RBLU | 51.53 | -0.34 | -0.66% |
| T-Rex 2X Long RBLX Daily Target ETF | |||