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AGVEX vs RWIEX
AGVEX vs RWIEX Comparison
Open Charts AGVEX vs RWIEX
American Funds Global Insight F-1
Price$27.83
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets18.69B
American Funds Capital World Gr&Inc R4
Price$75.20
Change-$0.08 (-0.11%)
VolumeN/A
Net Assets140.97B
AGVEX vs RWIEX Comparison Chart in %
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AGVEX vs. RWIEX commentary
Oct 19, 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: 141B vs. AGVEX (18.7B). RWIEX pays higher dividends than AGVEX: RWIEX (1.38) vs AGVEX (0.69). AGVEX was incepted earlier than RWIEX: AGVEX (6 years) vs RWIEX (23 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 : 15.73 vs. RWIEX (10.77). AGVEX return over 5 years is better than : 62.62 vs. RWIEX (50.71).
| 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 | 23 years | - |
| Gain YTD | 19.391 | 19.970 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.7B | 141B | 13% |
| Annual Yield % from dividends | 0.69 | 1.38 | 50% |
| Returns for 1 year | 15.73 | 10.77 | 146% |
| Returns for 3 years | 69.06 | 66.98 | 103% |
| Returns for 5 years | 62.62 | 50.71 | 123% |
| Returns for 10 years | N/A | 77.20 | - |
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