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AGVDX vs RWIFX
AGVDX vs RWIFX Comparison
Open Charts AGVDX vs RWIFX
American Funds Global Insight C
Price$26.86
Change+$0.22 (+0.83%)
VolumeN/A
Net Assets18.12B
American Funds Capital World Gr&Inc R5
Price$73.64
Change+$0.34 (+0.46%)
VolumeN/A
Net Assets137.57B
AGVDX vs RWIFX Comparison Chart in %
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AGVDX vs. RWIFX 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 RWIFX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 138B vs. AGVDX (18.1B). RWIFX pays higher dividends than AGVDX: RWIFX (1.69) 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 : 15.58 vs. RWIFX (13.51). AGVDX return over 5 years is better than : 56.19 vs. RWIFX (48.74).
| 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 | 15.464 | 16.421 | 94% |
| 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 | 1.69 | 10% |
| Returns for 1 year | 15.58 | 13.51 | 115% |
| Returns for 3 years | 54.81 | 55.27 | 99% |
| Returns for 5 years | 56.19 | 48.74 | 115% |
| Returns for 10 years | N/A | 77.64 | - |
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