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AGVEX vs RWIBX
AGVEX vs RWIBX Comparison
Open Charts AGVEX vs RWIBX
American Funds Global Insight F-1
Price$26.95
Change+$0.16 (+0.60%)
VolumeN/A
Net Assets18.12B
American Funds Capital World Gr&Inc R2
Price$71.98
Change+$0.33 (+0.46%)
VolumeN/A
Net Assets137.57B
AGVEX vs RWIBX Comparison Chart in %
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AGVEX vs. RWIBX commentary
Sep 08, 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 AGVEX is a Buy and RWIBX is a Buy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 138B vs. AGVEX (18.1B). RWIBX pays higher dividends than AGVEX: RWIBX (0.80) vs AGVEX (0.72). 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 : 16.43 vs. RWIBX (12.25). AGVEX return over 5 years is better than : 61.05 vs. RWIBX (43.09).
| 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 | 16.045 | 15.601 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.1B | 138B | 13% |
| Annual Yield % from dividends | 0.72 | 0.80 | 89% |
| Returns for 1 year | 16.43 | 12.25 | 134% |
| Returns for 3 years | 58.27 | 51.07 | 114% |
| Returns for 5 years | 61.05 | 43.09 | 142% |
| Returns for 10 years | N/A | 70.56 | - |
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