Interact to see
Advertisement
Advertisement
AGVDX vs RWIFX
AGVDX vs RWIFX Comparison
Open Charts AGVDX vs RWIFX
American Funds Global Insight C
Price$25.32
Change-$0.32 (-1.25%)
VolumeN/A
Net Assets16.77B
American Funds Capital World Gr&Inc R5
Price$68.73
Change-$0.74 (-1.07%)
VolumeN/A
Net Assets131.04B
AGVDX vs RWIFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 131B vs. AGVDX (16.8B). RWIFX pays higher dividends than AGVDX: RWIFX (1.80) vs AGVDX (0.18). 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 : 11.45 vs. RWIFX (6.65). AGVDX return over 5 years is better than : 60.53 vs. RWIFX (53.30).
| 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 | 9.374 | 9.163 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.8B | 131B | 13% |
| Annual Yield % from dividends | 0.18 | 1.80 | 10% |
| Returns for 1 year | 11.45 | 6.65 | 172% |
| Returns for 3 years | 48.43 | 45.12 | 107% |
| Returns for 5 years | 60.53 | 53.30 | 114% |
| Returns for 10 years | N/A | 53.59 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers