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AGVDX vs RWIFX
AGVDX vs RWIFX Comparison
Open Charts AGVDX vs RWIFX
American Funds Global Insight C
Price$28.24
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets19.12B
American Funds Capital World Gr&Inc R5
Price$71.99
Change+$0.08 (+0.11%)
VolumeN/A
Net Assets142.32B
AGVDX vs RWIFX Comparison Chart in %
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AGVDX vs. RWIFX commentary
Dec 27, 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 Hold.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 142B vs. AGVDX (19.1B). RWIFX pays higher dividends than AGVDX: RWIFX (1.59) 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 : 20.12 vs. RWIFX (12.66). AGVDX return over 5 years is better than : 49.60 vs. RWIFX (32.78).
| 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 | 21.987 | 14.720 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.1B | 142B | 13% |
| Annual Yield % from dividends | 0.16 | 1.59 | 10% |
| Returns for 1 year | 20.12 | 12.66 | 159% |
| Returns for 3 years | 56.26 | 47.45 | 119% |
| Returns for 5 years | 49.60 | 32.78 | 151% |
| Returns for 10 years | N/A | 75.72 | - |
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