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AGVEX vs RWIEX
AGVEX vs RWIEX Comparison
Open Charts AGVEX vs RWIEX
American Funds Global Insight F-1
Price$28.48
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets19.12B
American Funds Capital World Gr&Inc R4
Price$71.73
Change+$0.08 (+0.11%)
VolumeN/A
Net Assets142.32B
AGVEX vs RWIEX Comparison Chart in %
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AGVEX vs. RWIEX commentary
Dec 28, 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 Hold and RWIEX is a Hold.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 142B vs. AGVEX (19.1B). RWIEX pays higher dividends than AGVEX: RWIEX (1.34) vs AGVEX (0.68). AGVEX was incepted earlier than RWIEX: AGVEX (6 years) vs RWIEX (24 years). AGVEX (0.82) is less costly to investors than RWIEX (0.76). RWIEX is a more actively managed with annual turnover of: 27.00 vs. AGVEX (21.00). AGVEX (250) and RWIEX (250) have matching initial minimum investment requirements. AGVEX annual gain was more profitable for investors over the last year : 20.32 vs. RWIEX (12.38). AGVEX return over 5 years is better than : 54.35 vs. RWIEX (31.21).
| AGVEX | RWIEX | AGVEX / RWIEX | |
| Total Expense Ratio | 0.82 | 0.76 | 108% |
| Annual Report Gross Expense Ratio | 0.82 | 0.76 | 108% |
| Fund Existence | 6 years | 24 years | - |
| Gain YTD | 22.179 | 14.434 | 154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.1B | 142B | 13% |
| Annual Yield % from dividends | 0.68 | 1.34 | 50% |
| Returns for 1 year | 20.32 | 12.38 | 164% |
| Returns for 3 years | 58.83 | 46.17 | 127% |
| Returns for 5 years | 54.35 | 31.21 | 174% |
| Returns for 10 years | N/A | 73.56 | - |
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