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AGVEX vs RWIBX
AGVEX vs RWIBX Comparison
Open Charts AGVEX vs RWIBX
American Funds Global Insight F-1
Price$26.45
Change+$0.13 (+0.49%)
VolumeN/A
Net Assets17.4B
American Funds Capital World Gr&Inc R2
Price$70.45
Change+$0.45 (+0.64%)
VolumeN/A
Net Assets135.98B
AGVEX vs RWIBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 136B vs. AGVEX (17.4B). 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 : 15.12 vs. RWIBX (8.46). AGVEX return over 5 years is better than : 66.65 vs. RWIBX (48.76).
| 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 | 13.471 | 13.144 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.4B | 136B | 13% |
| Annual Yield % from dividends | 0.73 | 0.82 | 89% |
| Returns for 1 year | 15.12 | 8.46 | 179% |
| Returns for 3 years | 53.97 | 47.26 | 114% |
| Returns for 5 years | 66.65 | 48.76 | 137% |
| Returns for 10 years | N/A | 58.14 | - |
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