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AGVDX vs RWIFX
AGVDX vs RWIFX Comparison
Open Charts AGVDX vs RWIFX
American Funds Global Insight C
Price$28.69
Change+$1.03 (+3.72%)
VolumeN/A
Net Assets19.37B
American Funds Capital World Gr&Inc R5
Price$75.06
Change-$1.02 (-1.34%)
VolumeN/A
Net Assets142.37B
AGVDX vs RWIFX Comparison Chart in %
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AGVDX vs. RWIFX commentary
Feb 04, 2026
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 StrongBuy and RWIFX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 142B vs. AGVDX (19.4B). RWIFX pays higher dividends than AGVDX: RWIFX (1.70) vs AGVDX (0.23). 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). AGVDX is a more actively managed with annual turnover of: 35.00 vs. RWIFX (27.00). AGVDX (250) and RWIFX (250) have matching initial minimum investment requirements. AGVDX annual gain was more profitable for investors over the last year : 20.57 vs. RWIFX (16.61). AGVDX return over 5 years is better than : 47.55 vs. RWIFX (32.39).
| 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 | 2.282 | 4.964 | 46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.4B | 142B | 14% |
| Annual Yield % from dividends | 0.23 | 1.70 | 13% |
| Returns for 1 year | 20.57 | 16.61 | 124% |
| Returns for 3 years | 49.05 | 44.56 | 110% |
| Returns for 5 years | 47.55 | 32.39 | 147% |
| Returns for 10 years | N/A | 102.75 | - |
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