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AGVEX vs RWIEX
AGVEX vs RWIEX Comparison
Open Charts AGVEX vs RWIEX
American Funds Global Insight F-1
Price$28.96
Change+$0.95 (+3.39%)
VolumeN/A
Net Assets19.37B
American Funds Capital World Gr&Inc R4
Price$74.77
Change-$1.05 (-1.38%)
VolumeN/A
Net Assets142.37B
AGVEX vs RWIEX Comparison Chart in %
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AGVEX vs. RWIEX commentary
Feb 04, 2026
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 StrongBuy and RWIEX is a Buy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 142B vs. AGVEX (19.4B). RWIEX pays higher dividends than AGVEX: RWIEX (1.44) vs AGVEX (0.77). 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). AGVEX is a more actively managed with annual turnover of: 35.00 vs. RWIEX (27.00). AGVEX (250) and RWIEX (250) have matching initial minimum investment requirements. AGVEX annual gain was more profitable for investors over the last year : 21.48 vs. RWIEX (16.23). AGVEX return over 5 years is better than : 53.10 vs. RWIEX (30.74).
| 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 | 2.332 | 4.940 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.4B | 142B | 14% |
| Annual Yield % from dividends | 0.77 | 1.44 | 54% |
| Returns for 1 year | 21.48 | 16.23 | 132% |
| Returns for 3 years | 52.39 | 43.21 | 121% |
| Returns for 5 years | 53.10 | 30.74 | 173% |
| Returns for 10 years | N/A | 100.15 | - |
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