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AGVDX vs RWIFX
AGVDX vs RWIFX Comparison
Open Charts AGVDX vs RWIFX
American Funds Global Insight C
Price$26.17
Change+$0.12 (+0.46%)
VolumeN/A
Net Assets17.4B
American Funds Capital World Gr&Inc R5
Price$71.61
Change+$0.45 (+0.63%)
VolumeN/A
Net Assets135.98B
AGVDX vs RWIFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 136B vs. AGVDX (17.4B). RWIFX pays higher dividends than AGVDX: RWIFX (1.72) vs AGVDX (0.17). AGVDX was incepted earlier than RWIFX: AGVDX (6 years) vs RWIFX (23 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 : 14.29 vs. RWIFX (9.68). AGVDX return over 5 years is better than : 61.67 vs. RWIFX (54.61).
| 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 | 23 years | - |
| Gain YTD | 13.045 | 13.737 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.4B | 136B | 13% |
| Annual Yield % from dividends | 0.17 | 1.72 | 10% |
| Returns for 1 year | 14.29 | 9.68 | 148% |
| Returns for 3 years | 50.54 | 51.39 | 98% |
| Returns for 5 years | 61.67 | 54.61 | 113% |
| Returns for 10 years | N/A | 64.73 | - |
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