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AGVEX vs RWIFX
AGVEX vs RWIFX Comparison
Open Charts AGVEX vs RWIFX
American Funds Global Insight F-1
Price$26.91
Change-$0.03 (-0.11%)
VolumeN/A
Net Assets17.97B
American Funds Capital World Gr&Inc R5
Price$72.84
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets137.49B
AGVEX vs RWIFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 137B vs. AGVEX (18B). RWIFX pays higher dividends than AGVEX: RWIFX (1.72) vs AGVEX (0.73). AGVEX was incepted earlier than RWIFX: AGVEX (6 years) vs RWIFX (23 years). AGVEX (0.82) is less costly to investors than RWIFX (0.46). RWIFX is a more actively managed with annual turnover of: 27.00 vs. AGVEX (21.00). AGVEX (250) and RWIFX (250) have matching initial minimum investment requirements. AGVEX annual gain was more profitable for investors over the last year : 15.67 vs. RWIFX (11.77). AGVEX return over 5 years is better than : 60.31 vs. RWIFX (49.16).
| AGVEX | RWIFX | AGVEX / RWIFX | |
| Total Expense Ratio | 0.82 | 0.46 | 178% |
| Annual Report Gross Expense Ratio | 0.82 | 0.46 | 178% |
| Fund Existence | 6 years | 23 years | - |
| Gain YTD | 15.444 | 15.690 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18B | 137B | 13% |
| Annual Yield % from dividends | 0.73 | 1.72 | 42% |
| Returns for 1 year | 15.67 | 11.77 | 133% |
| Returns for 3 years | 44.51 | 42.33 | 105% |
| Returns for 5 years | 60.31 | 49.16 | 123% |
| Returns for 10 years | N/A | 66.20 | - |
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