Interact to see
Advertisement
Advertisement
AGVEX vs RWIBX
AGVEX vs RWIBX Comparison
Open Charts AGVEX vs RWIBX
American Funds Global Insight F-1
Price$26.88
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets17.74B
American Funds Capital World Gr&Inc R2
Price$71.31
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets137.34B
AGVEX vs RWIBX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 137B vs. AGVEX (17.7B). RWIBX pays higher dividends than AGVEX: RWIBX (0.82) vs AGVEX (0.73). AGVEX was incepted earlier than RWIBX: AGVEX (6 years) vs RWIBX (23 years). RWIBX (1.51) is less costly to investors than AGVEX (0.82). RWIBX is a more actively managed with annual turnover of: 27.00 vs. AGVEX (21.00). AGVEX (250) and RWIBX (250) have matching initial minimum investment requirements. AGVEX annual gain was more profitable for investors over the last year : 18.94 vs. RWIBX (12.86). AGVEX return over 5 years is better than : 64.76 vs. RWIBX (47.06).
| AGVEX | RWIBX | AGVEX / RWIBX | |
| Total Expense Ratio | 0.82 | 1.51 | 54% |
| Annual Report Gross Expense Ratio | 0.82 | 1.51 | 54% |
| Fund Existence | 6 years | 23 years | - |
| Gain YTD | 15.315 | 14.525 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.7B | 137B | 13% |
| Annual Yield % from dividends | 0.73 | 0.82 | 89% |
| Returns for 1 year | 18.94 | 12.86 | 147% |
| Returns for 3 years | 53.36 | 48.03 | 111% |
| Returns for 5 years | 64.76 | 47.06 | 138% |
| Returns for 10 years | N/A | 58.36 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| RECS | 38.19 | 0.14 | +0.37% |
| Columbia Research Enhanced Core ETF | |||
| RSPU | 74.21 | 0.21 | +0.29% |
| Invesco S&P 500® Equal Weight Utilts ETF | |||
| XSEP | 41.03 | 0.02 | +0.06% |
| FT Vest U.S. Eq Enh & ModBufETF-Sep | |||
| ACLO | 50.38 | N/A | N/A |
| TCW AAA CLO ETF | |||
| IDEC | 30.33 | -0.10 | -0.34% |
| Innovator Intl Dev Pwr Bffr ETF - Dec | |||